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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 | $32,149 | $102,385-68.6% | $147,080-78.1% | $80,935-60.3% |
| Participation rate | 95.5% | 75.9%+19.6pp | 82.2%+13.3pp | 67.7%+27.8pp |
| Annual return | 16.91% | 135.09%-118.2pp | 420.17%-403.3pp | 35.66%-18.8pp |
| Employer contribution / active EE | $3,801 | $3,717+2.3% | $4,933-23.0% | $2,757+37.9% |
| Participant deferral / active EE | $4,801 | $6,651-27.8% | $8,066-40.5% | $4,299+11.7% |
| Admin fee / account holder | $1,530 | $7,951-80.8% | $12,989-88.2% | $6,924-77.9% |