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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 | $31,982 | $55,472-42.3% | $155,567-79.4% | $74,546-57.1% |
| Participation rate | 96.3% | 61.9%+34.4pp | 78.2%+18.1pp | 67.2%+29.1pp |
| Annual return | 22.56% | 268.72%-246.2pp | 64.74%-42.2pp | 1366.03%-1343.5pp |
| Employer contribution / active EE | $3,352 | $2,269+47.8% | $4,674-28.3% | $2,624+27.7% |
| Participant deferral / active EE | $4,273 | $2,838+50.6% | $5,628-24.1% | $4,347-1.7% |
| Admin fee / account holder | $9,533 | $1,743+447.1% | $15,916-40.1% | $1,944+390.5% |