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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 | $16,937 | $57,330-70.5% | $86,656-80.5% | $75,177-77.5% |
| Participation rate | 90.2% | 63.2%+27.0pp | 71.7%+18.5pp | 67.2%+23.0pp |
| Annual return | 18.51% | 2675.40%-2656.9pp | 593.09%-574.6pp | 160.75%-142.2pp |
| Employer contribution / active EE | $1,720 | $2,316-25.8% | $3,025-43.2% | $2,671-35.6% |
| Participant deferral / active EE | $2,139 | $3,320-35.6% | $4,439-51.8% | $4,126-48.2% |
| Admin fee / account holder | $1,017 | $4,115-75.3% | $5,619-81.9% | $5,651-82.0% |