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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 | $60,405 | $75,832-20.3% | $147,618-59.1% | $59,633+1.3% |
| Participation rate | 96.0% | 71.6%+24.4pp | 84.6%+11.4pp | 68.7%+27.3pp |
| Annual return | 0.66% | 0.37%+0.3pp | 61.98%-61.3pp | 2041.40%-2040.7pp |
| Employer contribution / active EE | $2,389 | $3,485-31.5% | $5,565-57.1% | $2,203+8.4% |
| Participant deferral / active EE | $6,027 | $3,131+92.5% | $4,895+23.1% | $3,192+88.8% |
| Admin fee / account holder | $1,643 | $5,986-72.5% | $11,612-85.8% | $4,297-61.8% |