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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 | $15,855 | $103,000-84.6% | $90,300-82.4% | $152,885-89.6% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.5%+9.9pp |
| Annual return | 23.62% | 95.19%-71.6pp | 78.11%-54.5pp | 345.39%-321.8pp |
| Employer contribution / active EE | $2,462 | $3,138-21.5% | $2,854-13.7% | $4,763-48.3% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $752 | $6,173-87.8% | $5,353-85.9% | $11,598-93.5% |