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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 | $74,973 | $49,164+52.5% | $121,169-38.1% | $75,181-0.3% |
| Participation rate | 84.9% | 55.4%+29.5pp | 69.5%+15.4pp | 67.2%+17.7pp |
| Annual return | 19.91% | 56.03%-36.1pp | 986.71%-966.8pp | 160.69%-140.8pp |
| Employer contribution / active EE | $2,870 | $1,546+85.6% | $4,168-31.1% | $2,671+7.5% |
| Participant deferral / active EE | $5,606 | $2,628+113.3% | $4,083+37.3% | $4,126+35.9% |
| Admin fee / account holder | $1,079 | $3,942-72.6% | $5,645-80.9% | $5,650-80.9% |