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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 | $32,412 | $88,815-63.5% | $81,882-60.4% | $145,897-77.8% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 9.85% | 1033.75%-1023.9pp | 779.47%-769.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $3,818 | $3,086+23.7% | $2,916+30.9% | $4,663-18.1% |
| Participant deferral / active EE | $3,885 | $4,647-16.4% | $4,323-10.1% | $6,689-41.9% |
| Admin fee / account holder | $1,375 | $8,434-83.7% | $7,360-81.3% | $13,390-89.7% |