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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 | $90,691-89.1% | $76,119-87.0% | $145,884-93.2% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 41.65% | 624.52%-582.9pp | 361.25%-319.6pp | 551.85%-510.2pp |
| Employer contribution / active EE | $2,998 | $3,329-9.9% | $2,693+11.3% | $4,662-35.7% |
| Participant deferral / active EE | $3,358 | $5,167-35.0% | $4,259-21.2% | $6,690-49.8% |
| Admin fee / account holder | $1,064 | $8,383-87.3% | $6,421-83.4% | $13,392-92.1% |