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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 | $57,066 | $75,832-24.7% | $147,617-61.3% | $59,633-4.3% |
| Participation rate | 87.0% | 71.6%+15.4pp | 84.6%+2.3pp | 68.7%+18.3pp |
| Annual return | 0.18% | 0.37%-0.2pp | 61.98%-61.8pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $1,831 | $3,485-47.5% | $5,564-67.1% | $2,203-16.9% |
| Participant deferral / active EE | $2,473 | $3,131-21.0% | $4,895-49.5% | $3,192-22.5% |
| Admin fee / account holder | $3,346 | $5,986-44.1% | $11,612-71.2% | $4,297-22.1% |