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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 | $60,192 | $102,385-41.2% | $147,080-59.1% | $80,935-25.6% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 19.16% | 135.09%-115.9pp | 420.17%-401.0pp | 35.66%-16.5pp |
| Employer contribution / active EE | $3,340 | $3,717-10.1% | $4,933-32.3% | $2,757+21.1% |
| Participant deferral / active EE | $9,101 | $6,651+36.8% | $8,066+12.8% | $4,299+111.7% |
| Admin fee / account holder | $7,321 | $7,951-7.9% | $12,989-43.6% | $6,924+5.7% |