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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 | $57,561 | $70,587-18.5% | $124,694-53.8% | $85,851-33.0% |
| Participation rate | 74.2% | 64.4%+9.8pp | 74.6%-0.4pp | 69.3%+4.9pp |
| Annual return | 13.06% | 20688.83%-20675.8pp | 5144.82%-5131.8pp | 318.63%-305.6pp |
| Employer contribution / active EE | $3,226 | $1,913+68.6% | $3,325-3.0% | $2,565+25.7% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,594 | $5,282+5.9% | $7,495-25.4% | $6,261-10.7% |