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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 | $76,368-12.8% | $67,681-1.7% | $154,746-57.0% |
| Participation rate | 93.3% | 79.0%+14.4pp | 73.7%+19.6pp | 80.7%+12.6pp |
| Annual return | 10.94% | 1066.77%-1055.8pp | 590.58%-579.6pp | 172.34%-161.4pp |
| Employer contribution / active EE | $1,510 | $3,151-52.1% | $2,678-43.6% | $4,379-65.5% |
| Participant deferral / active EE | $2,681 | $4,824-44.4% | $3,976-32.6% | $6,730-60.2% |
| Admin fee / account holder | $2,413 | $8,559-71.8% | $6,100-60.4% | $14,365-83.2% |