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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 | $15,979 | $58,241-72.6% | $81,780-80.5% | $80,911-80.3% |
| Participation rate | 86.1% | 63.4%+22.7pp | 72.4%+13.7pp | 67.6%+18.5pp |
| Annual return | 11.11% | 41.73%-30.6pp | 776.27%-765.2pp | 35.63%-24.5pp |
| Employer contribution / active EE | $2,063 | $2,343-12.0% | $2,914-29.2% | $2,756-25.1% |
| Participant deferral / active EE | $2,096 | $3,283-36.1% | $4,321-51.5% | $4,297-51.2% |
| Admin fee / account holder | $1,508 | $4,973-69.7% | $7,384-79.6% | $6,935-78.3% |