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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 | $20,232 | $63,346-68.1% | $92,240-78.1% | $70,126-71.1% |
| Participation rate | 88.2% | 68.7%+19.6pp | 76.5%+11.8pp | 69.5%+18.7pp |
| Annual return | 21.87% | 530.19%-508.3pp | 176.29%-154.4pp | 73.15%-51.3pp |
| Employer contribution / active EE | $4,278 | $2,471+73.1% | $3,680+16.3% | $2,343+82.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,874 | $3,841+0.9% | $5,194-25.4% | $4,645-16.6% |