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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 | $41,963 | $63,346-33.8% | $92,240-54.5% | $70,126-40.2% |
| Participation rate | 93.1% | 68.7%+24.4pp | 76.5%+16.6pp | 69.5%+23.6pp |
| Annual return | 14.83% | 530.19%-515.4pp | 176.29%-161.5pp | 73.15%-58.3pp |
| Employer contribution / active EE | $3,448 | $2,471+39.5% | $3,680-6.3% | $2,343+47.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,672 | $3,841-30.4% | $5,194-48.6% | $4,645-42.5% |