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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 | $38,928 | $58,726-33.7% | $142,898-72.8% | $85,847-54.7% |
| Participation rate | 83.9% | 58.5%+25.4pp | 72.0%+11.9pp | 69.3%+14.6pp |
| Annual return | 13.18% | 27.73%-14.6pp | 5639.64%-5626.5pp | 318.61%-305.4pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,929 | $2,609-26.0% | $3,838-49.7% | $3,952-51.2% |
| Admin fee / account holder | $6,003 | $4,234+41.8% | $6,560-8.5% | $6,261-4.1% |