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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 | $38,891 | $99,079-60.7% | $78,002-50.1% | $273,972-85.8% |
| Participation rate | 87.0% | 78.6%+8.4pp | 75.5%+11.4pp | 83.0%+3.9pp |
| Annual return | 4.97% | 217.93%-213.0pp | 425.99%-421.0pp | 41.46%-36.5pp |
| Employer contribution / active EE | $644 | $3,308-80.5% | $2,470-73.9% | $4,869-86.8% |
| Participant deferral / active EE | $2,863 | $4,306-33.5% | $3,497-18.1% | $5,287-45.8% |
| Admin fee / account holder | $825 | $8,954-90.8% | $5,481-84.9% | $10,133-91.9% |