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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 | $42,624 | $96,678-55.9% | $86,640-50.8% | $139,466-69.4% |
| Participation rate | 84.6% | 74.4%+10.2pp | 71.7%+12.9pp | 80.3%+4.3pp |
| Annual return | 12.78% | 106.69%-93.9pp | 592.52%-579.7pp | 373.66%-360.9pp |
| Employer contribution / active EE | $1,015 | $3,265-68.9% | $3,024-66.4% | $4,754-78.6% |
| Participant deferral / active EE | $3,123 | $4,837-35.4% | $4,438-29.6% | $6,712-53.5% |
| Admin fee / account holder | $8,426 | $6,410+31.4% | $5,616+50.0% | $11,409-26.1% |