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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 | $70,121-33.3% | $63,803-26.7% | $138,895-66.3% |
| Participation rate | 94.4% | 77.2%+17.2pp | 72.7%+21.7pp | 79.9%+14.5pp |
| Annual return | 12.05% | 946.48%-934.4pp | 543.72%-531.7pp | 145.39%-133.3pp |
| Employer contribution / active EE | $2,024 | $2,882-29.8% | $2,532-20.1% | $4,194-51.7% |
| Participant deferral / active EE | $4,621 | $4,535+1.9% | $3,843+20.2% | $6,396-27.8% |
| Admin fee / account holder | $2,645 | $6,738-60.7% | $5,196-49.1% | $12,562-78.9% |