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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 | $29,912 | $72,071-58.5% | $68,368-56.2% | $137,256-78.2% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 16.73% | 353.14%-336.4pp | 292.57%-275.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $4,429 | $2,788+58.8% | $2,649+67.2% | $4,156+6.6% |
| Participant deferral / active EE | $9,445 | $4,410+114.2% | $4,123+129.1% | $6,407+47.4% |
| Admin fee / account holder | $2,329 | $5,336-56.4% | $5,150-54.8% | $12,270-81.0% |