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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 | $64,860 | $60,139+7.8% | $90,461-28.3% | $79,856-18.8% |
| Participation rate | 71.2% | 65.0%+6.2pp | 72.7%-1.5pp | 69.6%+1.5pp |
| Annual return | 17.60% | 71.96%-54.4pp | 1294.76%-1277.2pp | 31.71%-14.1pp |
| Employer contribution / active EE | $705 | $2,069-65.9% | $3,264-78.4% | $2,471-71.5% |
| Participant deferral / active EE | $4,466 | $2,939+52.0% | $3,964+12.7% | $3,741+19.4% |
| Admin fee / account holder | $1,247 | $3,978-68.7% | $5,617-77.8% | $5,306-76.5% |