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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 | $65,737 | $56,197+17.0% | $67,652-2.8% | $59,633+10.2% |
| Participation rate | 97.2% | 71.5%+25.8pp | 75.7%+21.6pp | 68.7%+28.6pp |
| Annual return | -2.19% | 18508.10%-18510.3pp | 6625.40%-6627.6pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $2,393 | $1,615+48.2% | $2,266+5.6% | $2,203+8.6% |
| Participant deferral / active EE | $2,602 | $2,844-8.5% | $3,560-26.9% | $3,192-18.5% |
| Admin fee / account holder | $5,595 | $3,958+41.4% | $4,821+16.1% | $4,297+30.2% |