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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 | $57,356 | $60,139-4.6% | $90,461-36.6% | $79,856-28.2% |
| Participation rate | 75.7% | 65.0%+10.7pp | 72.7%+3.0pp | 69.6%+6.0pp |
| Annual return | 15.41% | 71.96%-56.6pp | 1294.76%-1279.4pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,858 | $2,069+86.5% | $3,264+18.2% | $2,471+56.1% |
| Participant deferral / active EE | $2,678 | $2,939-8.9% | $3,964-32.5% | $3,741-28.4% |
| Admin fee / account holder | $5,191 | $3,978+30.5% | $5,617-7.6% | $5,306-2.2% |