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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 | $16,458 | $95,580-82.8% | $76,872-78.6% | $139,466-88.2% |
| Participation rate | 75.0% | 74.0%+1.0pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 88.78% | 55.00%+33.8pp | 37.90%+50.9pp | 373.66%-284.9pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,972 | $4,623+72.5% | $3,832+108.0% | $6,712+18.8% |
| Admin fee / account holder | $2,227 | $8,302-73.2% | $5,476-59.3% | $11,409-80.5% |