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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 | $14,525 | $56,431-74.3% | $130,788-88.9% | $87,485-83.4% |
| Participation rate | 86.2% | 58.9%+27.3pp | 70.1%+16.1pp | 68.9%+17.3pp |
| Annual return | 14.49% | 91.27%-76.8pp | 386.44%-372.0pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,618 | $1,549+4.5% | $3,558-54.5% | $2,596-37.7% |
| Participant deferral / active EE | $2,284 | $2,749-16.9% | $4,137-44.8% | $4,274-46.6% |
| Admin fee / account holder | $544 | $4,433-87.7% | $6,673-91.8% | $7,775-93.0% |