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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 | $151,690 | $105,145+44.3% | $94,664+60.2% | $139,466+8.8% |
| Participation rate | 93.8% | 82.4%+11.4pp | 80.8%+12.9pp | 80.3%+13.4pp |
| Annual return | 15.76% | 38.09%-22.3pp | 156.84%-141.1pp | 373.66%-357.9pp |
| Employer contribution / active EE | $2,030 | $4,107-50.6% | $3,673-44.7% | $4,754-57.3% |
| Participant deferral / active EE | $4,234 | $7,599-44.3% | $7,417-42.9% | $6,712-36.9% |
| Admin fee / account holder | $47,406 | $8,972+428.4% | $7,222+556.5% | $11,409+315.5% |