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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 | $25,586 | $111,787-77.1% | $93,681-72.7% | $145,978-82.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 21.51% | 203.52%-182.0pp | 133.47%-112.0pp | 550.52%-529.0pp |
| Employer contribution / active EE | $4,833 | $3,093+56.2% | $2,422+99.5% | $4,662+3.7% |
| Participant deferral / active EE | $10,233 | $4,918+108.1% | $4,415+131.8% | $6,690+53.0% |
| Admin fee / account holder | $3,574 | $10,256-65.1% | $8,290-56.9% | $13,400-73.3% |