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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 | $57,617 | $58,275-1.1% | $81,844-29.6% | $80,935-28.8% |
| Participation rate | 90.5% | 63.5%+27.0pp | 72.4%+18.1pp | 67.7%+22.8pp |
| Annual return | 12.86% | 41.82%-29.0pp | 778.87%-766.0pp | 35.66%-22.8pp |
| Employer contribution / active EE | $4,345 | $2,346+85.2% | $2,916+49.0% | $2,757+57.6% |
| Participant deferral / active EE | $1,913 | $3,285-41.8% | $4,323-55.7% | $4,299-55.5% |
| Admin fee / account holder | $13,760 | $4,749+189.8% | $7,355+87.1% | $6,924+98.7% |