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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,078 | $96,643-63.7% | $86,617-59.5% | $139,456-74.8% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 14.78% | 106.57%-91.8pp | 591.91%-577.1pp | 373.45%-358.7pp |
| Employer contribution / active EE | $1,900 | $3,264-41.8% | $3,023-37.2% | $4,753-60.0% |
| Participant deferral / active EE | $3,311 | $4,835-31.5% | $4,437-25.4% | $6,711-50.7% |
| Admin fee / account holder | $3,367 | $6,406-47.4% | $5,613-40.0% | $11,407-70.5% |