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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 | $34,073 | $57,330-40.6% | $86,656-60.7% | $75,177-54.7% |
| Participation rate | 96.2% | 63.2%+33.0pp | 71.7%+24.4pp | 67.2%+28.9pp |
| Annual return | 16.45% | 2675.40%-2658.9pp | 593.09%-576.6pp | 160.75%-144.3pp |
| Employer contribution / active EE | $2,192 | $2,316-5.4% | $3,025-27.5% | $2,671-17.9% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $712 | $4,115-82.7% | $5,619-87.3% | $5,651-87.4% |