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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 | $69,753 | $63,346+10.1% | $92,240-24.4% | $70,126-0.5% |
| Participation rate | 89.3% | 68.7%+20.6pp | 76.5%+12.8pp | 69.5%+19.7pp |
| Annual return | 13.43% | 530.19%-516.8pp | 176.29%-162.9pp | 73.15%-59.7pp |
| Employer contribution / active EE | $6,404 | $2,471+159.1% | $3,680+74.0% | $2,343+173.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,656 | $3,841-30.8% | $5,194-48.9% | $4,645-42.8% |