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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 | $38,160 | $57,312-33.4% | $86,617-55.9% | $75,181-49.2% |
| Participation rate | 97.0% | 63.2%+33.8pp | 71.7%+25.3pp | 67.2%+29.8pp |
| Annual return | 15.00% | 2672.78%-2657.8pp | 591.91%-576.9pp | 160.69%-145.7pp |
| Employer contribution / active EE | $1,265 | $2,315-45.4% | $3,023-58.2% | $2,671-52.6% |
| Participant deferral / active EE | $2,566 | $3,319-22.7% | $4,437-42.2% | $4,126-37.8% |
| Admin fee / account holder | $3,469 | $4,114-15.7% | $5,613-38.2% | $5,650-38.6% |