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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 | $19,944 | $105,145-81.0% | $94,664-78.9% | $139,466-85.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 24.59% | 38.09%-13.5pp | 156.84%-132.3pp | 373.66%-349.1pp |
| Employer contribution / active EE | $2,331 | $4,107-43.2% | $3,673-36.5% | $4,754-51.0% |
| Participant deferral / active EE | $7,228 | $7,599-4.9% | $7,417-2.6% | $6,712+7.7% |
| Admin fee / account holder | $481 | $8,972-94.6% | $7,222-93.3% | $11,409-95.8% |