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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 | $9,927 | $90,397-89.0% | $76,002-86.9% | $145,959-93.2% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 41.65% | 621.97%-580.3pp | 360.07%-318.4pp | 561.95%-520.3pp |
| Employer contribution / active EE | $2,998 | $3,317-9.6% | $2,688+11.5% | $4,661-35.7% |
| Participant deferral / active EE | $3,358 | $5,163-35.0% | $4,257-21.1% | $6,689-49.8% |
| Admin fee / account holder | $1,064 | $8,369-87.3% | $6,414-83.4% | $13,398-92.1% |