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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 | $34,999 | $96,678-63.8% | $86,640-59.6% | $139,466-74.9% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 15.75% | 106.69%-90.9pp | 592.52%-576.8pp | 373.66%-357.9pp |
| Employer contribution / active EE | $2,283 | $3,265-30.1% | $3,024-24.5% | $4,754-52.0% |
| Participant deferral / active EE | $5,439 | $4,837+12.5% | $4,438+22.5% | $6,712-19.0% |
| Admin fee / account holder | $1,658 | $6,410-74.1% | $5,616-70.5% | $11,409-85.5% |