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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 | $35,940 | $106,008-66.1% | $92,240-61.0% | $147,586-75.6% |
| Participation rate | 91.3% | 80.4%+10.9pp | 76.5%+14.8pp | 82.8%+8.5pp |
| Annual return | 14.03% | 50.05%-36.0pp | 176.29%-162.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,311 | $4,333-69.7% | $3,680-64.4% | $4,876-73.1% |
| Participant deferral / active EE | $1,242 | $4,478-72.3% | $3,897-68.1% | $5,439-77.2% |
| Admin fee / account holder | $5,364 | $6,333-15.3% | $5,194+3.3% | $10,886-50.7% |