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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 | $81,240 | $60,139+35.1% | $90,461-10.2% | $79,856+1.7% |
| Participation rate | 78.8% | 65.0%+13.8pp | 72.7%+6.1pp | 69.6%+9.1pp |
| Annual return | 14.92% | 71.96%-57.0pp | 1294.76%-1279.8pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,970 | $2,069-4.8% | $3,264-39.7% | $2,471-20.3% |
| Participant deferral / active EE | $2,552 | $2,939-13.2% | $3,964-35.6% | $3,741-31.8% |
| Admin fee / account holder | $953 | $3,978-76.0% | $5,617-83.0% | $5,306-82.0% |