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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 | $102,382-30.3% | $147,005-51.5% | $80,874-11.8% |
| Participation rate | 88.6% | 75.8%+12.7pp | 82.2%+6.4pp | 67.6%+20.9pp |
| Annual return | 25.09% | 134.89%-109.8pp | 418.76%-393.7pp | 35.62%-10.5pp |
| Employer contribution / active EE | $2,949 | $3,715-20.6% | $4,934-40.2% | $2,756+7.0% |
| Participant deferral / active EE | $10,315 | $6,646+55.2% | $8,070+27.8% | $4,297+140.1% |
| Admin fee / account holder | $441 | $7,942-94.4% | $13,006-96.6% | $6,935-93.6% |