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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 | $48,239 | $90,617-46.8% | $79,476-39.3% | $135,382-64.4% |
| Participation rate | 81.8% | 76.1%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | 1.88% | 977.57%-975.7pp | 718.21%-716.3pp | 519.77%-517.9pp |
| Employer contribution / active EE | $4,691 | $3,068+52.9% | $2,800+67.5% | $4,779-1.8% |
| Participant deferral / active EE | $1,369 | $4,050-66.2% | $3,704-63.0% | $5,609-75.6% |
| Admin fee / account holder | $37,513 | $5,907+535.0% | $5,113+633.6% | $10,829+246.4% |