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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 | $51,704 | $60,119-14.0% | $90,430-42.8% | $79,858-35.3% |
| Participation rate | 76.6% | 65.0%+11.6pp | 72.7%+3.9pp | 69.6%+7.0pp |
| Annual return | 19.47% | 71.94%-52.5pp | 1293.73%-1274.3pp | 31.72%-12.3pp |
| Employer contribution / active EE | $2,571 | $2,068+24.3% | $3,262-21.2% | $2,471+4.1% |
| Participant deferral / active EE | $5,338 | $2,938+81.7% | $3,963+34.7% | $3,740+42.7% |
| Admin fee / account holder | $927 | $3,976-76.7% | $5,613-83.5% | $5,306-82.5% |