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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 | $14,937 | $96,643-84.5% | $86,617-82.8% | $139,456-89.3% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 16.75% | 106.57%-89.8pp | 591.91%-575.2pp | 373.45%-356.7pp |
| Employer contribution / active EE | $2,480 | $3,264-24.0% | $3,023-18.0% | $4,753-47.8% |
| Participant deferral / active EE | $1,028 | $4,835-78.7% | $4,437-76.8% | $6,711-84.7% |
| Admin fee / account holder | $999 | $6,406-84.4% | $5,613-82.2% | $11,407-91.2% |