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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 | $73,244 | $68,097+7.6% | $62,929+16.4% | $137,256-46.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.17% | 1859.11%-1845.9pp | 1063.93%-1050.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,251 | $2,811-19.9% | $2,505-10.1% | $4,156-45.8% |
| Participant deferral / active EE | $2,476 | $4,553-45.6% | $3,888-36.3% | $6,407-61.4% |
| Admin fee / account holder | $3,071 | $6,521-52.9% | $5,065-39.4% | $12,270-75.0% |