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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 | $40,336 | $73,518-45.1% | $63,003-36.0% | $147,585-72.7% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.8%+7.8pp | 82.8%-0.2pp |
| Annual return | 13.00% | 175.46%-162.5pp | 87.59%-74.6pp | 578.57%-565.6pp |
| Employer contribution / active EE | $844 | $3,322-74.6% | $2,760-69.4% | $4,876-82.7% |
| Participant deferral / active EE | $2,298 | $4,183-45.1% | $3,329-31.0% | $5,439-57.7% |
| Admin fee / account holder | $4,973 | $5,952-16.4% | $3,600+38.1% | $10,885-54.3% |