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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 | $59,581 | $154,754-61.5% | $124,206-52.0% | $138,895-57.1% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.6%+10.4pp | 79.9%+0.1pp |
| Annual return | 17.52% | 709.28%-691.8pp | 515.27%-497.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,814 | $4,446-36.7% | $3,540-20.5% | $4,194-32.9% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $491 | $6,690-92.7% | $5,929-91.7% | $12,562-96.1% |