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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 | $25,830 | $149,040-82.7% | $120,225-78.5% | $137,256-81.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 22.41% | 605.68%-583.3pp | 439.23%-416.8pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,812 | $4,350-35.4% | $3,475-19.1% | $4,156-32.3% |
| Participant deferral / active EE | $2,619 | $4,655-43.7% | $3,999-34.5% | $6,407-59.1% |
| Admin fee / account holder | $1,223 | $6,348-80.7% | $5,696-78.5% | $12,270-90.0% |