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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 | $34,681 | $56,197-38.3% | $67,652-48.7% | $59,633-41.8% |
| Participation rate | 96.2% | 71.5%+24.7pp | 75.7%+20.5pp | 68.7%+27.5pp |
| Annual return | 34.50% | 18508.10%-18473.6pp | 6625.40%-6590.9pp | 2041.45%-2007.0pp |
| Employer contribution / active EE | $2,692 | $1,615+66.7% | $2,266+18.8% | $2,203+22.2% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,043 | $3,958-48.4% | $4,821-57.6% | $4,297-52.4% |