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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 | $69,401 | $102,393-32.2% | $147,041-52.8% | $80,911-14.2% |
| Participation rate | 70.5% | 75.9%-5.4pp | 82.2%-11.7pp | 67.6%+2.8pp |
| Annual return | 14.71% | 134.95%-120.2pp | 419.21%-404.5pp | 35.63%-20.9pp |
| Employer contribution / active EE | $3,670 | $3,715-1.2% | $4,935-25.6% | $2,756+33.2% |
| Participant deferral / active EE | $9,496 | $6,647+42.9% | $8,071+17.7% | $4,297+121.0% |
| Admin fee / account holder | $10,021 | $7,943+26.2% | $13,006-23.0% | $6,935+44.5% |