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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 | $66,563 | $96,123-30.8% | $77,361-14.0% | $198,609-66.5% |
| Participation rate | 93.3% | 81.1%+12.2pp | 75.0%+18.4pp | 82.4%+11.0pp |
| Annual return | 10.94% | 2054.81%-2043.9pp | 1011.54%-1000.6pp | 202.70%-191.8pp |
| Employer contribution / active EE | $1,510 | $3,791-60.2% | $2,990-49.5% | $5,055-70.1% |
| Participant deferral / active EE | $2,681 | $4,975-46.1% | $3,911-31.5% | $6,977-61.6% |
| Admin fee / account holder | $2,413 | $9,471-74.5% | $5,894-59.1% | $19,030-87.3% |