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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 | $59,088 | $80,812-26.9% | $160,784-63.3% | $82,448-28.3% |
| Participation rate | 88.6% | 66.2%+22.4pp | 77.0%+11.7pp | 68.1%+20.5pp |
| Annual return | 14.57% | 100.59%-86.0pp | 1803.92%-1789.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,719 | $2,174+25.1% | $3,733-27.2% | $2,551+6.6% |
| Participant deferral / active EE | $2,675 | $4,335-38.3% | $6,293-57.5% | $4,139-35.4% |
| Admin fee / account holder | $7,535 | $7,695-2.1% | $9,717-22.5% | $7,234+4.2% |