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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 | $71,348 | $102,422-30.3% | $147,117-51.5% | $80,959-11.9% |
| Participation rate | 88.6% | 75.9%+12.7pp | 82.2%+6.4pp | 67.7%+20.9pp |
| Annual return | 25.09% | 135.16%-110.1pp | 420.54%-395.5pp | 35.67%-10.6pp |
| Employer contribution / active EE | $2,949 | $3,717-20.7% | $4,932-40.2% | $2,757+7.0% |
| Participant deferral / active EE | $10,315 | $6,652+55.1% | $8,065+27.9% | $4,300+139.9% |
| Admin fee / account holder | $441 | $7,953-94.4% | $12,993-96.6% | $6,925-93.6% |