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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 | $40,658 | $94,031-56.8% | $115,768-64.9% | $82,448-50.7% |
| Participation rate | 95.0% | 70.4%+24.6pp | 74.4%+20.6pp | 68.1%+26.9pp |
| Annual return | 8458.03% | 20.61%+8437.4pp | 100.46%+8357.6pp | 41.64%+8416.4pp |
| Employer contribution / active EE | $8,555 | $2,323+268.2% | $2,940+191.0% | $2,551+235.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,013 | $10,249-70.6% | $12,439-75.8% | $7,234-58.3% |