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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 | $66,978 | $45,152+48.3% | $73,836-9.3% | $59,633+12.3% |
| Participation rate | 96.3% | 64.0%+32.3pp | 73.4%+22.9pp | 68.7%+27.6pp |
| Annual return | 0.14% | 27.40%-27.3pp | 2268.06%-2267.9pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $4,217 | $1,901+121.8% | $2,787+51.3% | $2,203+91.5% |
| Participant deferral / active EE | $5,851 | $2,573+127.4% | $3,583+63.3% | $3,192+83.3% |
| Admin fee / account holder | $479 | $3,515-86.4% | $4,882-90.2% | $4,297-88.9% |