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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 | $69,584 | $102,422-32.1% | $147,117-52.7% | $80,959-14.1% |
| Participation rate | 74.4% | 75.9%-1.5pp | 82.2%-7.8pp | 67.7%+6.7pp |
| Annual return | 20.01% | 135.16%-115.1pp | 420.54%-400.5pp | 35.67%-15.7pp |
| Employer contribution / active EE | $1,933 | $3,717-48.0% | $4,932-60.8% | $2,757-29.9% |
| Participant deferral / active EE | $7,032 | $6,652+5.7% | $8,065-12.8% | $4,300+63.5% |
| Admin fee / account holder | $688 | $7,953-91.3% | $12,993-94.7% | $6,925-90.1% |