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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 | $56,773 | $101,672-44.2% | $147,117-61.4% | $74,478-23.8% |
| Participation rate | 73.0% | 75.5%-2.6pp | 82.2%-9.2pp | 67.2%+5.8pp |
| Annual return | 13.28% | 8757.83%-8744.5pp | 420.54%-407.3pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $2,476 | $3,813-35.1% | $4,932-49.8% | $2,626-5.7% |
| Participant deferral / active EE | $4,776 | $7,305-34.6% | $8,065-40.8% | $4,350+9.8% |
| Admin fee / account holder | $9,450 | $1,753+439.0% | $12,993-27.3% | $1,946+385.7% |