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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 | $37,600 | $102,382-63.3% | $147,005-74.4% | $80,874-53.5% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.2%+10.3pp | 67.6%+24.9pp |
| Annual return | 15.74% | 134.89%-119.1pp | 418.76%-403.0pp | 35.62%-19.9pp |
| Employer contribution / active EE | $4,113 | $3,715+10.7% | $4,934-16.6% | $2,756+49.3% |
| Participant deferral / active EE | $11,343 | $6,646+70.7% | $8,070+40.6% | $4,297+164.0% |
| Admin fee / account holder | $461 | $7,942-94.2% | $13,006-96.5% | $6,935-93.4% |