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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 | $21,170 | $149,040-85.8% | $120,225-82.4% | $137,256-84.6% |
| Participation rate | 95.7% | 75.4%+20.2pp | 69.6%+26.1pp | 80.0%+15.7pp |
| Annual return | 10.86% | 605.68%-594.8pp | 439.23%-428.4pp | 220.34%-209.5pp |
| Employer contribution / active EE | $609 | $4,350-86.0% | $3,475-82.5% | $4,156-85.4% |
| Participant deferral / active EE | $919 | $4,655-80.3% | $3,999-77.0% | $6,407-85.7% |
| Admin fee / account holder | $441 | $6,348-93.1% | $5,696-92.3% | $12,270-96.4% |