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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 | $28,452 | $49,976-43.1% | $66,674-57.3% | $82,637-65.6% |
| Participation rate | 76.3% | 63.1%+13.2pp | 73.7%+2.6pp | 68.1%+8.3pp |
| Annual return | 70.09% | 39.09%+31.0pp | 321.24%-251.2pp | 53.51%+16.6pp |
| Employer contribution / active EE | $1,283 | $1,988-35.5% | $2,620-51.0% | $2,552-49.7% |
| Participant deferral / active EE | $6,311 | $2,847+121.7% | $4,084+54.5% | $4,126+53.0% |
| Admin fee / account holder | $327 | $4,594-92.9% | $5,098-93.6% | $7,339-95.5% |