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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 | $76,634-88.8% | $56,054-84.7% | $145,978-94.1% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 14.17% | 3004.33%-2990.2pp | 1705.95%-1691.8pp | 550.52%-536.3pp |
| Employer contribution / active EE | $1,262 | $1,380-8.6% | $1,039+21.5% | $4,662-72.9% |
| Participant deferral / active EE | $1,465 | $2,622-44.1% | $1,952-25.0% | $6,690-78.1% |
| Admin fee / account holder | $540 | $3,321-83.7% | $2,822-80.9% | $13,400-96.0% |