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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 | $76,661 | $48,570+57.8% | $130,660-41.3% | $72,976+5.0% |
| Participation rate | 76.6% | 58.6%+18.0pp | 71.7%+4.8pp | 69.5%+7.1pp |
| Annual return | 21.72% | 38.63%-16.9pp | 1709.29%-1687.6pp | 81.02%-59.3pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,474 | $2,384+171.6% | $3,603+79.7% | $3,608+79.4% |
| Admin fee / account holder | $574 | $3,549-83.8% | $5,463-89.5% | $5,124-88.8% |