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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 | $15,955 | $114,093-86.0% | $96,171-83.4% | $167,536-90.5% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 12.92% | 190.00%-177.1pp | 192.04%-179.1pp | 478.82%-465.9pp |
| Employer contribution / active EE | $2,193 | $3,429-36.1% | $2,799-21.7% | $4,839-54.7% |
| Participant deferral / active EE | $3,237 | $5,197-37.7% | $4,350-25.6% | $6,342-49.0% |
| Admin fee / account holder | $328 | $6,899-95.2% | $5,538-94.1% | $12,315-97.3% |