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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 | $35,181 | $99,011-64.5% | $86,582-59.4% | $147,586-76.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.52% | 1312.75%-1294.2pp | 965.08%-946.6pp | 578.59%-560.1pp |
| Employer contribution / active EE | $3,328 | $3,132+6.2% | $2,839+17.2% | $4,876-31.8% |
| Participant deferral / active EE | $4,630 | $3,972+16.6% | $3,609+28.3% | $5,439-14.9% |
| Admin fee / account holder | $896 | $5,709-84.3% | $4,904-81.7% | $10,886-91.8% |