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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 | $9,163 | $67,823-86.5% | $52,425-82.5% | $137,256-93.3% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 21.59% | 219.11%-197.5pp | 302.12%-280.5pp | 220.34%-198.8pp |
| Employer contribution / active EE | $6,766 | $1,163+481.8% | $914+640.1% | $4,156+62.8% |
| Participant deferral / active EE | $1,155 | $2,288-49.5% | $1,790-35.5% | $6,407-82.0% |
| Admin fee / account holder | $7,730 | $2,844+171.8% | $2,495+209.8% | $12,270-37.0% |