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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 | $36,311 | $57,312-36.6% | $86,617-58.1% | $75,181-51.7% |
| Participation rate | 88.2% | 63.2%+25.0pp | 71.7%+16.5pp | 67.2%+21.0pp |
| Annual return | 23.47% | 2672.78%-2649.3pp | 591.91%-568.4pp | 160.69%-137.2pp |
| Employer contribution / active EE | $1,635 | $2,315-29.4% | $3,023-45.9% | $2,671-38.8% |
| Participant deferral / active EE | $3,565 | $3,319+7.4% | $4,437-19.7% | $4,126-13.6% |
| Admin fee / account holder | $1,307 | $4,114-68.2% | $5,613-76.7% | $5,650-76.9% |