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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 | $93,366 | $47,479+96.6% | $62,929+48.4% | $82,448+13.2% |
| Participation rate | 82.1% | 66.9%+15.2pp | 73.1%+8.9pp | 68.1%+14.0pp |
| Annual return | 15.57% | 20.34%-4.8pp | 1063.93%-1048.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,092 | $1,885-42.1% | $2,505-56.4% | $2,551-57.2% |
| Participant deferral / active EE | $6,782 | $2,870+136.3% | $3,888+74.4% | $4,139+63.9% |
| Admin fee / account holder | $5,428 | $3,804+42.7% | $5,065+7.2% | $7,234-25.0% |