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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 | $41,542 | $73,518-43.5% | $63,005-34.1% | $147,585-71.9% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.8%+2.1pp | 82.8%-5.9pp |
| Annual return | 10.99% | 175.46%-164.5pp | 87.59%-76.6pp | 578.58%-567.6pp |
| Employer contribution / active EE | $1,242 | $3,322-62.6% | $2,760-55.0% | $4,876-74.5% |
| Participant deferral / active EE | $4,411 | $4,183+5.5% | $3,329+32.5% | $5,439-18.9% |
| Admin fee / account holder | $15,312 | $5,952+157.3% | $3,599+325.4% | $10,886+40.7% |