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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 | $81,759 | $60,128+36.0% | $90,440-9.6% | $79,852+2.4% |
| Participation rate | 83.1% | 65.0%+18.1pp | 72.7%+10.4pp | 69.6%+13.4pp |
| Annual return | 13.14% | 71.95%-58.8pp | 1294.38%-1281.2pp | 31.72%-18.6pp |
| Employer contribution / active EE | $1,169 | $2,068-43.5% | $3,263-64.2% | $2,471-52.7% |
| Participant deferral / active EE | $2,324 | $2,939-20.9% | $3,964-41.4% | $3,740-37.9% |
| Admin fee / account holder | $8,191 | $3,977+105.9% | $5,615+45.9% | $5,306+54.4% |