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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 | $22,000 | $90,607-75.7% | $79,467-72.3% | $135,380-83.7% |
| Participation rate | 93.3% | 76.0%+17.3pp | 73.3%+20.0pp | 82.6%+10.7pp |
| Annual return | 15.71% | 977.74%-962.0pp | 718.30%-702.6pp | 519.81%-504.1pp |
| Employer contribution / active EE | $1,661 | $3,068-45.8% | $2,800-40.7% | $4,779-65.2% |
| Participant deferral / active EE | $1,844 | $4,050-54.5% | $3,704-50.2% | $5,609-67.1% |
| Admin fee / account holder | $650 | $5,895-89.0% | $5,104-87.3% | $10,828-94.0% |