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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 | $45,608 | $88,815-48.6% | $81,882-44.3% | $145,897-68.7% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 17.83% | 1033.75%-1015.9pp | 779.47%-761.6pp | 552.29%-534.5pp |
| Employer contribution / active EE | $8,260 | $3,086+167.6% | $2,916+183.3% | $4,663+77.2% |
| Participant deferral / active EE | $2,302 | $4,647-50.5% | $4,323-46.8% | $6,689-65.6% |
| Admin fee / account holder | $7,294 | $8,434-13.5% | $7,360-0.9% | $13,390-45.5% |