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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 | $39,244 | $102,385-61.7% | $147,080-73.3% | $80,935-51.5% |
| Participation rate | 81.7% | 75.9%+5.9pp | 82.2%-0.5pp | 67.7%+14.1pp |
| Annual return | 61.16% | 135.09%-73.9pp | 420.17%-359.0pp | 35.66%+25.5pp |
| Employer contribution / active EE | $3,570 | $3,717-4.0% | $4,933-27.6% | $2,757+29.5% |
| Participant deferral / active EE | $8,861 | $6,651+33.2% | $8,066+9.9% | $4,299+106.1% |
| Admin fee / account holder | $1,247 | $7,951-84.3% | $12,989-90.4% | $6,924-82.0% |