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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 | $30,441 | $102,393-70.3% | $147,041-79.3% | $80,911-62.4% |
| Participation rate | 91.8% | 75.9%+15.9pp | 82.2%+9.6pp | 67.6%+24.2pp |
| Annual return | 21.11% | 134.95%-113.8pp | 419.21%-398.1pp | 35.63%-14.5pp |
| Employer contribution / active EE | $2,118 | $3,715-43.0% | $4,935-57.1% | $2,756-23.2% |
| Participant deferral / active EE | $4,281 | $6,647-35.6% | $8,071-47.0% | $4,297-0.4% |
| Admin fee / account holder | $1,333 | $7,943-83.2% | $13,006-89.8% | $6,935-80.8% |