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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 | $39,331 | $102,422-61.6% | $147,117-73.3% | $80,959-51.4% |
| Participation rate | 92.5% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 16.78% | 135.16%-118.4pp | 420.54%-403.8pp | 35.67%-18.9pp |
| Employer contribution / active EE | $3,602 | $3,717-3.1% | $4,932-27.0% | $2,757+30.6% |
| Participant deferral / active EE | $7,784 | $6,652+17.0% | $8,065-3.5% | $4,300+81.0% |
| Admin fee / account holder | $1,861 | $7,953-76.6% | $12,993-85.7% | $6,925-73.1% |