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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 | $32,425 | $57,330-43.4% | $86,656-62.6% | $75,177-56.9% |
| Participation rate | 70.4% | 63.2%+7.2pp | 71.7%-1.3pp | 67.2%+3.2pp |
| Annual return | 17.51% | 2675.40%-2657.9pp | 593.09%-575.6pp | 160.75%-143.2pp |
| Employer contribution / active EE | $1,947 | $2,316-16.0% | $3,025-35.7% | $2,671-27.1% |
| Participant deferral / active EE | $2,080 | $3,320-37.4% | $4,439-53.1% | $4,126-49.6% |
| Admin fee / account holder | $3,423 | $4,115-16.8% | $5,619-39.1% | $5,651-39.4% |