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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 | $51,248 | $76,785-33.3% | $56,441-9.2% | $145,959-64.9% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 13.70% | 3000.51%-2986.8pp | 1704.21%-1690.5pp | 561.95%-548.3pp |
| Employer contribution / active EE | $804 | $1,381-41.7% | $1,039-22.6% | $4,661-82.7% |
| Participant deferral / active EE | $3,035 | $2,624+15.7% | $1,953+55.4% | $6,689-54.6% |
| Admin fee / account holder | $2,115 | $3,334-36.6% | $2,829-25.3% | $13,398-84.2% |