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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 | $53,138 | $96,691-45.0% | $86,656-38.7% | $139,487-61.9% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 17.22% | 106.87%-89.6pp | 593.09%-575.9pp | 373.84%-356.6pp |
| Employer contribution / active EE | $1,704 | $3,267-47.8% | $3,025-43.7% | $4,755-64.2% |
| Participant deferral / active EE | $7,049 | $4,838+45.7% | $4,439+58.8% | $6,713+5.0% |
| Admin fee / account holder | $4,026 | $6,414-37.2% | $5,619-28.3% | $11,407-64.7% |