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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 | $46,785 | $96,123-51.3% | $77,361-39.5% | $198,609-76.4% |
| Participation rate | 94.4% | 81.1%+13.3pp | 75.0%+19.5pp | 82.4%+12.1pp |
| Annual return | 12.05% | 2054.81%-2042.8pp | 1011.54%-999.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $2,024 | $3,791-46.6% | $2,990-32.3% | $5,055-60.0% |
| Participant deferral / active EE | $4,621 | $4,975-7.1% | $3,911+18.2% | $6,977-33.8% |
| Admin fee / account holder | $2,645 | $9,471-72.1% | $5,894-55.1% | $19,030-86.1% |