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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 | $104,614 | $60,119+74.0% | $90,430+15.7% | $79,858+31.0% |
| Participation rate | 85.7% | 65.0%+20.7pp | 72.7%+13.0pp | 69.6%+16.1pp |
| Annual return | 11.80% | 71.94%-60.1pp | 1293.73%-1281.9pp | 31.72%-19.9pp |
| Employer contribution / active EE | $3,004 | $2,068+45.3% | $3,262-7.9% | $2,471+21.6% |
| Participant deferral / active EE | $2,515 | $2,938-14.4% | $3,963-36.5% | $3,740-32.8% |
| Admin fee / account holder | $3,083 | $3,976-22.5% | $5,613-45.1% | $5,306-41.9% |