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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 | $29,601 | $99,031-70.1% | $86,597-65.8% | $147,585-79.9% |
| Participation rate | 95.8% | 76.3%+19.5pp | 73.5%+22.3pp | 82.8%+13.0pp |
| Annual return | 19.15% | 1312.56%-1293.4pp | 964.96%-945.8pp | 578.57%-559.4pp |
| Employer contribution / active EE | $4,456 | $3,132+42.3% | $2,840+56.9% | $4,876-8.6% |
| Participant deferral / active EE | $2,959 | $3,972-25.5% | $3,609-18.0% | $5,439-45.6% |
| Admin fee / account holder | $395 | $5,711-93.1% | $4,906-91.9% | $10,885-96.4% |