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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 | $39,949 | $99,017-59.7% | $86,587-53.9% | $147,585-72.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.23% | 1312.37%-1303.1pp | 964.86%-955.6pp | 578.56%-569.3pp |
| Employer contribution / active EE | $2,185 | $3,132-30.2% | $2,839-23.1% | $4,876-55.2% |
| Participant deferral / active EE | $2,102 | $3,972-47.1% | $3,609-41.8% | $5,439-61.4% |
| Admin fee / account holder | $6,261 | $5,710+9.6% | $4,906+27.6% | $10,885-42.5% |