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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 | $8,579 | $76,608-88.8% | $56,077-84.7% | $145,877-94.1% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 14.17% | 3009.59%-2995.4pp | 1709.28%-1695.1pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,262 | $1,382-8.7% | $1,040+21.3% | $4,663-72.9% |
| Participant deferral / active EE | $1,465 | $2,624-44.2% | $1,954-25.0% | $6,691-78.1% |
| Admin fee / account holder | $540 | $3,325-83.7% | $2,825-80.9% | $13,402-96.0% |