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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 | $37,924 | $115,810-67.3% | $101,271-62.6% | $158,966-76.1% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.7pp |
| Annual return | 14.92% | 56.15%-41.2pp | 46.48%-31.6pp | 302.95%-288.0pp |
| Employer contribution / active EE | $10,118 | $4,175+142.3% | $3,660+176.4% | $4,762+112.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $566 | $7,248-92.2% | $5,948-90.5% | $11,250-95.0% |