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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 | $39,474 | $111,785-64.7% | $93,669-57.9% | $145,877-72.9% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | 10.67% | 203.79%-193.1pp | 133.59%-122.9pp | 551.28%-540.6pp |
| Employer contribution / active EE | $2,017 | $3,096-34.9% | $2,424-16.8% | $4,663-56.7% |
| Participant deferral / active EE | $4,848 | $4,919-1.4% | $4,416+9.8% | $6,691-27.5% |
| Admin fee / account holder | $9,306 | $10,256-9.3% | $8,291+12.2% | $13,402-30.6% |