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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 | $13,933 | $149,040-90.7% | $120,225-88.4% | $137,256-89.8% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 26.55% | 605.68%-579.1pp | 439.23%-412.7pp | 220.34%-193.8pp |
| Employer contribution / active EE | $2,437 | $4,350-44.0% | $3,475-29.9% | $4,156-41.4% |
| Participant deferral / active EE | $3,648 | $4,655-21.6% | $3,999-8.8% | $6,407-43.1% |
| Admin fee / account holder | $404 | $6,348-93.6% | $5,696-92.9% | $12,270-96.7% |