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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 | $78,256 | $102,422-23.6% | $147,117-46.8% | $80,959-3.3% |
| Participation rate | 79.2% | 75.9%+3.3pp | 82.2%-3.0pp | 67.7%+11.6pp |
| Annual return | 18.33% | 135.16%-116.8pp | 420.54%-402.2pp | 35.67%-17.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,377 | $6,652+116.1% | $8,065+78.3% | $4,300+234.3% |
| Admin fee / account holder | $2,510 | $7,953-68.4% | $12,993-80.7% | $6,925-63.8% |