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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 | $25,047 | $96,643-74.1% | $86,617-71.1% | $139,456-82.0% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 23.29% | 106.57%-83.3pp | 591.91%-568.6pp | 373.45%-350.2pp |
| Employer contribution / active EE | $3,620 | $3,264+10.9% | $3,023+19.7% | $4,753-23.8% |
| Participant deferral / active EE | $7,216 | $4,835+49.2% | $4,437+62.6% | $6,711+7.5% |
| Admin fee / account holder | $1,849 | $6,406-71.1% | $5,613-67.1% | $11,407-83.8% |