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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 | $54,980 | $72,071-23.7% | $68,368-19.6% | $137,256-59.9% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.0%+12.9pp |
| Annual return | 17.59% | 353.14%-335.6pp | 292.57%-275.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,069 | $2,788+10.1% | $2,649+15.8% | $4,156-26.2% |
| Participant deferral / active EE | $4,469 | $4,410+1.3% | $4,123+8.4% | $6,407-30.2% |
| Admin fee / account holder | $56,508 | $5,336+959.1% | $5,150+997.3% | $12,270+360.5% |