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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 | $52,634 | $80,812-34.9% | $160,784-67.3% | $82,448-36.2% |
| Participation rate | 71.4% | 66.2%+5.2pp | 77.0%-5.5pp | 68.1%+3.4pp |
| Annual return | 47.23% | 100.59%-53.4pp | 1803.92%-1756.7pp | 41.64%+5.6pp |
| Employer contribution / active EE | $2,478 | $2,174+14.0% | $3,733-33.6% | $2,551-2.9% |
| Participant deferral / active EE | $5,090 | $4,335+17.4% | $6,293-19.1% | $4,139+23.0% |
| Admin fee / account holder | $2,681 | $7,695-65.2% | $9,717-72.4% | $7,234-62.9% |