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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 | $22,088 | $60,128-63.3% | $90,440-75.6% | $79,852-72.3% |
| Participation rate | 87.7% | 65.0%+22.7pp | 72.7%+15.0pp | 69.6%+18.1pp |
| Annual return | 15.61% | 71.95%-56.3pp | 1294.38%-1278.8pp | 31.72%-16.1pp |
| Employer contribution / active EE | $2,501 | $2,068+20.9% | $3,263-23.3% | $2,471+1.2% |
| Participant deferral / active EE | $2,690 | $2,939-8.4% | $3,964-32.1% | $3,740-28.1% |
| Admin fee / account holder | $2,292 | $3,977-42.4% | $5,615-59.2% | $5,306-56.8% |