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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 | $63,903 | $108,695-41.2% | $74,722-14.5% | $152,897-58.2% |
| Participation rate | 94.4% | 65.4%+29.1pp | 54.5%+40.0pp | 82.5%+12.0pp |
| Annual return | 1.71% | 114.11%-112.4pp | 753.11%-751.4pp | 345.43%-343.7pp |
| Employer contribution / active EE | $2,222 | $1,504+47.7% | $1,084+105.0% | $4,764-53.3% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,644 | $4,906-25.7% | $3,335+9.3% | $11,599-68.6% |