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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 | $64,583 | $88,603-27.1% | $69,890-7.6% | $134,545-52.0% |
| Participation rate | 87.5% | 74.9%+12.6pp | 70.5%+17.0pp | 81.2%+6.3pp |
| Annual return | 10.09% | 442.93%-432.8pp | 190.84%-180.8pp | 418.37%-408.3pp |
| Employer contribution / active EE | $1,177 | $3,236-63.6% | $2,560-54.0% | $4,742-75.2% |
| Participant deferral / active EE | $4,700 | $4,771-1.5% | $3,848+22.1% | $6,401-26.6% |
| Admin fee / account holder | $10,096 | $10,443-3.3% | $6,267+61.1% | $11,431-11.7% |