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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 | $27,642 | $60,128-54.0% | $90,440-69.4% | $79,852-65.4% |
| Participation rate | 74.5% | 65.0%+9.5pp | 72.7%+1.8pp | 69.6%+4.9pp |
| Annual return | 16.69% | 71.95%-55.3pp | 1294.38%-1277.7pp | 31.72%-15.0pp |
| Employer contribution / active EE | $1,227 | $2,068-40.7% | $3,263-62.4% | $2,471-50.3% |
| Participant deferral / active EE | $4,087 | $2,939+39.1% | $3,964+3.1% | $3,740+9.3% |
| Admin fee / account holder | $1,008 | $3,977-74.6% | $5,615-82.0% | $5,306-81.0% |