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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 | $25,968 | $112,112-76.8% | $95,956-72.9% | $158,950-83.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.52% | 171.15%-157.6pp | 91.63%-78.1pp | 302.91%-289.4pp |
| Employer contribution / active EE | $972 | $3,199-69.6% | $2,541-61.7% | $4,762-79.6% |
| Participant deferral / active EE | $3,820 | $4,784-20.1% | $4,167-8.3% | $5,983-36.1% |
| Admin fee / account holder | $657 | $10,134-93.5% | $6,797-90.3% | $11,248-94.2% |