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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 | $27,943 | $157,276-82.2% | $141,177-80.2% | $152,885-81.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 83.97% | 64.33%+19.6pp | 71.40%+12.6pp | 345.39%-261.4pp |
| Employer contribution / active EE | $4,211 | $5,262-20.0% | $4,736-11.1% | $4,763-11.6% |
| Participant deferral / active EE | $10,235 | $7,110+43.9% | $6,710+52.5% | $5,851+74.9% |
| Admin fee / account holder | $2,719 | $12,123-77.6% | $10,263-73.5% | $11,598-76.6% |