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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 | $47,587 | $96,123-50.5% | $77,361-38.5% | $198,609-76.0% |
| Participation rate | 91.3% | 81.1%+10.2pp | 75.0%+16.3pp | 82.4%+8.9pp |
| Annual return | 2.87% | 2054.81%-2051.9pp | 1011.54%-1008.7pp | 202.70%-199.8pp |
| Employer contribution / active EE | $840 | $3,791-77.8% | $2,990-71.9% | $5,055-83.4% |
| Participant deferral / active EE | $4,287 | $4,975-13.8% | $3,911+9.6% | $6,977-38.6% |
| Admin fee / account holder | $1,383 | $9,471-85.4% | $5,894-76.5% | $19,030-92.7% |