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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 | $56,946 | $102,385-44.4% | $147,080-61.3% | $80,935-29.6% |
| Participation rate | 91.9% | 75.9%+16.0pp | 82.2%+9.7pp | 67.7%+24.2pp |
| Annual return | 22.75% | 135.09%-112.3pp | 420.17%-397.4pp | 35.66%-12.9pp |
| Employer contribution / active EE | $4,865 | $3,717+30.9% | $4,933-1.4% | $2,757+76.5% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,070 | $7,951-48.8% | $12,989-68.7% | $6,924-41.2% |