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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 | $66,671 | $112,112-40.5% | $95,956-30.5% | $158,950-58.1% |
| Participation rate | 95.8% | 79.0%+16.9pp | 77.1%+18.8pp | 82.0%+13.9pp |
| Annual return | 29.25% | 171.15%-141.9pp | 91.63%-62.4pp | 302.91%-273.7pp |
| Employer contribution / active EE | $10,792 | $3,199+237.4% | $2,541+324.7% | $4,762+126.6% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,027 | $10,134-20.8% | $6,797+18.1% | $11,248-28.6% |