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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 | $55,029 | $45,152+21.9% | $73,836-25.5% | $59,633-7.7% |
| Participation rate | 97.3% | 64.0%+33.3pp | 73.4%+23.9pp | 68.7%+28.6pp |
| Annual return | -0.46% | 27.40%-27.9pp | 2268.06%-2268.5pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $3,977 | $1,901+109.2% | $2,787+42.7% | $2,203+80.6% |
| Participant deferral / active EE | $2,702 | $2,573+5.0% | $3,583-24.6% | $3,192-15.3% |
| Admin fee / account holder | $8,907 | $3,515+153.4% | $4,882+82.4% | $4,297+107.3% |