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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 | $86,706 | $88,702-2.2% | $81,780+6.0% | $145,978-40.6% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 13.96% | 1029.12%-1015.2pp | 776.27%-762.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $649 | $3,084-79.0% | $2,914-77.7% | $4,662-86.1% |
| Participant deferral / active EE | $948 | $4,645-79.6% | $4,321-78.1% | $6,690-85.8% |
| Admin fee / account holder | $22,442 | $8,414+166.7% | $7,384+203.9% | $13,400+67.5% |