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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 | $11,146 | $68,097-83.6% | $62,929-82.3% | $137,256-91.9% |
| Participation rate | 77.8% | 77.4%+0.3pp | 73.1%+4.7pp | 80.0%-2.2pp |
| Annual return | 20.93% | 1859.11%-1838.2pp | 1063.93%-1043.0pp | 220.34%-199.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,639 | $4,553+23.9% | $3,888+45.0% | $6,407-12.0% |
| Admin fee / account holder | $2,905 | $6,521-55.5% | $5,065-42.6% | $12,270-76.3% |