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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 | $90,614-71.4% | $76,089-65.9% | $145,877-82.2% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.1%+14.2pp | 80.3%+3.0pp |
| Annual return | 22.52% | 623.80%-601.3pp | 360.94%-338.4pp | 551.28%-528.8pp |
| Employer contribution / active EE | $3,294 | $3,324-0.9% | $2,690+22.5% | $4,663-29.4% |
| Participant deferral / active EE | $9,807 | $5,168+89.8% | $4,259+130.2% | $6,691+46.6% |
| Admin fee / account holder | $467 | $8,376-94.4% | $6,418-92.7% | $13,402-96.5% |