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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 | $45,833 | $53,063-13.6% | $124,206-63.1% | $82,637-44.5% |
| Participation rate | 71.2% | 58.4%+12.7pp | 69.6%+1.6pp | 68.1%+3.1pp |
| Annual return | 14.20% | 68.87%-54.7pp | 515.27%-501.1pp | 53.51%-39.3pp |
| Employer contribution / active EE | $1,909 | $1,530+24.8% | $3,540-46.1% | $2,552-25.2% |
| Participant deferral / active EE | $4,001 | $2,644+51.3% | $3,968+0.8% | $4,126-3.0% |
| Admin fee / account holder | $2,240 | $4,281-47.7% | $5,929-62.2% | $7,339-69.5% |