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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 | $45,949 | $102,422-55.1% | $147,117-68.8% | $80,959-43.2% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 13.91% | 135.16%-121.2pp | 420.54%-406.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $3,535 | $3,717-4.9% | $4,932-28.3% | $2,757+28.2% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,578 | $7,953-80.2% | $12,993-87.9% | $6,925-77.2% |