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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 | $23,113 | $60,119-61.6% | $90,430-74.4% | $79,858-71.1% |
| Participation rate | 76.3% | 65.0%+11.3pp | 72.7%+3.6pp | 69.6%+6.6pp |
| Annual return | 18.95% | 71.94%-53.0pp | 1293.73%-1274.8pp | 31.72%-12.8pp |
| Employer contribution / active EE | $1,531 | $2,068-25.9% | $3,262-53.1% | $2,471-38.0% |
| Participant deferral / active EE | $3,718 | $2,938+26.5% | $3,963-6.2% | $3,740-0.6% |
| Admin fee / account holder | $1,158 | $3,976-70.9% | $5,613-79.4% | $5,306-78.2% |