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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 | $24,760 | $115,796-78.6% | $101,264-75.5% | $158,950-84.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.33% | 56.15%-44.8pp | 46.48%-35.2pp | 302.91%-291.6pp |
| Employer contribution / active EE | $2,035 | $4,175-51.3% | $3,660-44.4% | $4,762-57.3% |
| Participant deferral / active EE | $2,972 | $4,958-40.1% | $4,370-32.0% | $5,983-50.3% |
| Admin fee / account holder | $1,290 | $7,247-82.2% | $5,947-78.3% | $11,248-88.5% |