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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 | $30,336 | $57,312-47.1% | $86,617-65.0% | $75,181-59.6% |
| Participation rate | 95.1% | 63.2%+31.9pp | 71.7%+23.4pp | 67.2%+27.9pp |
| Annual return | 21.05% | 2672.78%-2651.7pp | 591.91%-570.9pp | 160.69%-139.6pp |
| Employer contribution / active EE | $2,342 | $2,315+1.1% | $3,023-22.5% | $2,671-12.3% |
| Participant deferral / active EE | $6,020 | $3,319+81.4% | $4,437+35.7% | $4,126+45.9% |
| Admin fee / account holder | $1,905 | $4,114-53.7% | $5,613-66.1% | $5,650-66.3% |