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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 | $59,045 | $91,179-35.2% | $178,499-66.9% | $79,852-26.1% |
| Participation rate | 78.1% | 69.2%+8.9pp | 81.9%-3.8pp | 69.6%+8.5pp |
| Annual return | 396.89% | 24.19%+372.7pp | 151.10%+245.8pp | 31.72%+365.2pp |
| Employer contribution / active EE | $1,865 | $3,256-42.7% | $5,011-62.8% | $2,471-24.5% |
| Participant deferral / active EE | $4,485 | $3,236+38.6% | $5,202-13.8% | $3,740+19.9% |
| Admin fee / account holder | $739 | $6,749-89.0% | $13,986-94.7% | $5,306-86.1% |