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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 | $39,746 | $99,017-59.9% | $86,587-54.1% | $147,585-73.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.25% | 1312.37%-1301.1pp | 964.86%-953.6pp | 578.56%-567.3pp |
| Employer contribution / active EE | $5,699 | $3,132+82.0% | $2,839+100.7% | $4,876+16.9% |
| Participant deferral / active EE | $3,062 | $3,972-22.9% | $3,609-15.2% | $5,439-43.7% |
| Admin fee / account holder | $4,984 | $5,710-12.7% | $4,906+1.6% | $10,885-54.2% |