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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 | $45,609 | $101,653-55.1% | $147,080-69.0% | $74,459-38.7% |
| Participation rate | 97.4% | 75.6%+21.8pp | 82.2%+15.2pp | 67.2%+30.2pp |
| Annual return | 28.66% | 8754.98%-8726.3pp | 420.17%-391.5pp | 1369.70%-1341.0pp |
| Employer contribution / active EE | $3,181 | $3,813-16.6% | $4,933-35.5% | $2,626+21.1% |
| Participant deferral / active EE | $8,827 | $7,304+20.9% | $8,066+9.4% | $4,350+102.9% |
| Admin fee / account holder | $5,536 | $1,752+216.1% | $12,989-57.4% | $1,945+184.7% |