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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 | $30,686 | $175,257-82.5% | $149,717-79.5% | $139,456-78.0% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 16.93% | 166.70%-149.8pp | 134.41%-117.5pp | 373.45%-356.5pp |
| Employer contribution / active EE | $2,158 | $5,477-60.6% | $4,820-55.2% | $4,753-54.6% |
| Participant deferral / active EE | $6,434 | $6,521-1.3% | $5,682+13.2% | $6,711-4.1% |
| Admin fee / account holder | $4,764 | $16,156-70.5% | $13,213-63.9% | $11,407-58.2% |