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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 | $15,776 | $72,465-78.2% | $67,575-76.7% | $145,884-89.2% |
| Participation rate | 94.1% | 76.9%+17.2pp | 72.9%+21.2pp | 80.3%+13.8pp |
| Annual return | 10.15% | 7222.56%-7212.4pp | 3528.98%-3518.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $686 | $3,074-77.7% | $2,736-74.9% | $4,662-85.3% |
| Participant deferral / active EE | $3,854 | $4,786-19.5% | $4,003-3.7% | $6,690-42.4% |
| Admin fee / account holder | $2,008 | $5,515-63.6% | $3,993-49.7% | $13,392-85.0% |