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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 | $57,116 | $65,566-12.9% | $86,235-33.8% | $75,177-24.0% |
| Participation rate | 75.9% | 60.5%+15.4pp | 69.0%+6.9pp | 67.2%+8.7pp |
| Annual return | 16.72% | 46.07%-29.4pp | 1170.03%-1153.3pp | 160.75%-144.0pp |
| Employer contribution / active EE | $2,939 | $1,553+89.2% | $2,381+23.5% | $2,671+10.0% |
| Participant deferral / active EE | $6,336 | $3,023+109.6% | $3,987+58.9% | $4,126+53.5% |
| Admin fee / account holder | $2,566 | $5,470-53.1% | $6,856-62.6% | $5,651-54.6% |