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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 | $31,125 | $45,152-31.1% | $73,836-57.8% | $59,633-47.8% |
| Participation rate | 92.9% | 64.0%+28.8pp | 73.4%+19.4pp | 68.7%+24.2pp |
| Annual return | -1.63% | 27.40%-29.0pp | 2268.06%-2269.7pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $3,213 | $1,901+69.0% | $2,787+15.3% | $2,203+45.9% |
| Participant deferral / active EE | $4,177 | $2,573+62.4% | $3,583+16.6% | $3,192+30.9% |
| Admin fee / account holder | $1,819 | $3,515-48.3% | $4,882-62.7% | $4,297-57.7% |