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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 | $54,308 | $82,678-34.3% | $125,391-56.7% | $68,490-20.7% |
| Participation rate | 93.8% | 75.1%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | 21.88% | -5.97%+27.9pp | 572.41%-550.5pp | -7.85%+29.7pp |
| Employer contribution / active EE | $3,000 | $3,382-11.3% | $4,816-37.7% | $2,597+15.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,751 | $6,277-72.1% | $10,009-82.5% | $5,403-67.6% |