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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 | $38,308 | $98,760-61.2% | $149,715-74.4% | $79,858-52.0% |
| Participation rate | 76.8% | 75.8%+1.0pp | 82.5%-5.7pp | 69.6%+7.2pp |
| Annual return | 47.83% | 27.43%+20.4pp | 276.66%-228.8pp | 31.72%+16.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,693 | $5,681+70.6% | $6,842+41.7% | $3,740+159.2% |
| Admin fee / account holder | $3,102 | $6,053-48.8% | $9,310-66.7% | $5,306-41.5% |