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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 | $10,374 | $99,995-89.6% | $85,063-87.8% | $145,978-92.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 30.36% | 83.99%-53.6pp | 66.54%-36.2pp | 550.52%-520.2pp |
| Employer contribution / active EE | $2,864 | $3,231-11.3% | $2,727+5.0% | $4,662-38.6% |
| Participant deferral / active EE | $4,349 | $5,295-17.9% | $4,523-3.8% | $6,690-35.0% |
| Admin fee / account holder | $338 | $7,255-95.3% | $6,155-94.5% | $13,400-97.5% |