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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 | $45,608 | $88,710-48.6% | $81,783-44.2% | $145,959-68.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 17.83% | 1027.26%-1009.4pp | 775.05%-757.2pp | 561.95%-544.1pp |
| Employer contribution / active EE | $8,260 | $3,083+167.9% | $2,913+183.6% | $4,661+77.2% |
| Participant deferral / active EE | $2,302 | $4,645-50.4% | $4,320-46.7% | $6,689-65.6% |
| Admin fee / account holder | $7,294 | $8,407-13.2% | $7,380-1.2% | $13,398-45.6% |