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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 | $25,936 | $90,691-71.4% | $76,119-65.9% | $145,884-82.2% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.0pp |
| Annual return | 22.52% | 624.52%-602.0pp | 361.25%-338.7pp | 551.85%-529.3pp |
| Employer contribution / active EE | $3,294 | $3,329-1.0% | $2,693+22.3% | $4,662-29.3% |
| Participant deferral / active EE | $9,807 | $5,167+89.8% | $4,259+130.2% | $6,690+46.6% |
| Admin fee / account holder | $467 | $8,383-94.4% | $6,421-92.7% | $13,392-96.5% |