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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 | $35,894 | $99,995-64.1% | $85,063-57.8% | $145,978-75.4% |
| Participation rate | 92.3% | 74.1%+18.2pp | 67.5%+24.8pp | 80.3%+12.0pp |
| Annual return | 15.36% | 83.99%-68.6pp | 66.54%-51.2pp | 550.52%-535.2pp |
| Employer contribution / active EE | $7,380 | $3,231+128.4% | $2,727+170.6% | $4,662+58.3% |
| Participant deferral / active EE | $3,191 | $5,295-39.7% | $4,523-29.4% | $6,690-52.3% |
| Admin fee / account holder | $396 | $7,255-94.5% | $6,155-93.6% | $13,400-97.0% |