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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 | $22,695 | $84,236-73.1% | $170,435-86.7% | $70,126-67.6% |
| Participation rate | 90.6% | 70.8%+19.7pp | 83.6%+7.0pp | 69.5%+21.0pp |
| Annual return | 690.85% | 23.06%+667.8pp | 205.94%+484.9pp | 73.15%+617.7pp |
| Employer contribution / active EE | $605 | $3,387-82.2% | $5,432-88.9% | $2,343-74.2% |
| Participant deferral / active EE | $1,063 | $3,086-65.5% | $4,939-78.5% | $3,332-68.1% |
| Admin fee / account holder | $589 | $5,698-89.7% | $13,881-95.8% | $4,645-87.3% |