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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 | $43,373 | $106,008-59.1% | $92,240-53.0% | $147,586-70.6% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 15.86% | 50.05%-34.2pp | 176.29%-160.4pp | 578.59%-562.7pp |
| Employer contribution / active EE | $1,345 | $4,333-69.0% | $3,680-63.5% | $4,876-72.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,903 | $6,333-38.4% | $5,194-24.9% | $10,886-64.1% |