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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 | $28,915 | $45,050-35.8% | $63,018-54.1% | $70,126-58.8% |
| Participation rate | 81.8% | 69.5%+12.3pp | 74.8%+7.0pp | 69.5%+12.3pp |
| Annual return | 205.26% | 18.76%+186.5pp | 87.62%+117.6pp | 73.15%+132.1pp |
| Employer contribution / active EE | $2,824 | $2,052+37.6% | $2,761+2.3% | $2,343+20.5% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $460 | $2,834-83.8% | $3,601-87.2% | $4,645-90.1% |