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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 | $33,859 | $138,102-75.5% | $125,381-73.0% | $134,532-74.8% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.2pp |
| Annual return | 18.28% | 750.73%-732.4pp | 572.31%-554.0pp | 418.27%-400.0pp |
| Employer contribution / active EE | $2,714 | $5,245-48.3% | $4,815-43.6% | $4,741-42.8% |
| Participant deferral / active EE | $6,039 | $7,801-22.6% | $7,448-18.9% | $6,401-5.7% |
| Admin fee / account holder | $2,574 | $11,568-77.7% | $10,007-74.3% | $11,429-77.5% |