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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 | $14,130 | $85,169-83.4% | $172,755-91.8% | $72,983-80.6% |
| Participation rate | 92.0% | 70.1%+22.0pp | 82.6%+9.4pp | 69.5%+22.6pp |
| Annual return | 45.29% | 27.32%+18.0pp | 802.94%-757.7pp | 81.01%-35.7pp |
| Employer contribution / active EE | $1,142 | $3,324-65.6% | $5,144-77.8% | $2,440-53.2% |
| Participant deferral / active EE | $3,019 | $3,260-7.4% | $5,198-41.9% | $3,608-16.3% |
| Admin fee / account holder | $667 | $5,880-88.7% | $13,955-95.2% | $5,124-87.0% |