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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 | $14,834 | $70,121-78.8% | $63,803-76.7% | $138,895-89.3% |
| Participation rate | 87.5% | 77.2%+10.3pp | 72.7%+14.8pp | 79.9%+7.6pp |
| Annual return | 11.91% | 946.48%-934.6pp | 543.72%-531.8pp | 145.39%-133.5pp |
| Employer contribution / active EE | $3,959 | $2,882+37.4% | $2,532+56.3% | $4,194-5.6% |
| Participant deferral / active EE | $939 | $4,535-79.3% | $3,843-75.6% | $6,396-85.3% |
| Admin fee / account holder | $357 | $6,738-94.7% | $5,196-93.1% | $12,562-97.2% |