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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 | $26,192 | $102,595-74.5% | $94,057-72.2% | $154,746-83.1% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 80.7%+10.2pp |
| Annual return | 10.43% | 583.42%-573.0pp | 480.62%-470.2pp | 172.34%-161.9pp |
| Employer contribution / active EE | $1,341 | $3,147-57.4% | $2,933-54.3% | $4,379-69.4% |
| Participant deferral / active EE | $4,049 | $5,118-20.9% | $4,709-14.0% | $6,730-39.8% |
| Admin fee / account holder | $5,147 | $7,736-33.5% | $7,244-28.9% | $14,365-64.2% |