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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 | $36,797 | $70,121-47.5% | $63,803-42.3% | $138,895-73.5% |
| Participation rate | 86.4% | 77.2%+9.2pp | 72.7%+13.7pp | 79.9%+6.4pp |
| Annual return | 14.73% | 946.48%-931.7pp | 543.72%-529.0pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,399 | $2,882-51.5% | $2,532-44.8% | $4,194-66.7% |
| Participant deferral / active EE | $2,141 | $4,535-52.8% | $3,843-44.3% | $6,396-66.5% |
| Admin fee / account holder | $1,044 | $6,738-84.5% | $5,196-79.9% | $12,562-91.7% |