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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 | $40,650 | $58,927-31.0% | $76,823-47.1% | $72,983-44.3% |
| Participation rate | 76.8% | 67.3%+9.4pp | 72.1%+4.7pp | 69.5%+7.3pp |
| Annual return | 22.34% | 2305.64%-2283.3pp | 1166.42%-1144.1pp | 81.01%-58.7pp |
| Employer contribution / active EE | $1,282 | $1,787-28.2% | $2,302-44.3% | $2,440-47.4% |
| Participant deferral / active EE | $2,296 | $2,690-14.7% | $3,336-31.2% | $3,608-36.4% |
| Admin fee / account holder | $7,099 | $4,013+76.9% | $6,422+10.5% | $5,124+38.5% |