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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 | $62,471 | $102,385-39.0% | $147,080-57.5% | $80,935-22.8% |
| Participation rate | 91.4% | 75.9%+15.6pp | 82.2%+9.2pp | 67.7%+23.8pp |
| Annual return | 16.23% | 135.09%-118.9pp | 420.17%-403.9pp | 35.66%-19.4pp |
| Employer contribution / active EE | $3,855 | $3,717+3.7% | $4,933-21.9% | $2,757+39.8% |
| Participant deferral / active EE | $3,054 | $6,651-54.1% | $8,066-62.1% | $4,299-29.0% |
| Admin fee / account holder | $871 | $7,951-89.0% | $12,989-93.3% | $6,924-87.4% |