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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 | $46,785 | $68,097-31.3% | $62,929-25.7% | $137,256-65.9% |
| Participation rate | 94.4% | 77.4%+17.0pp | 73.1%+21.3pp | 80.0%+14.5pp |
| Annual return | 12.05% | 1859.11%-1847.1pp | 1063.93%-1051.9pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,024 | $2,811-28.0% | $2,505-19.2% | $4,156-51.3% |
| Participant deferral / active EE | $4,621 | $4,553+1.5% | $3,888+18.8% | $6,407-27.9% |
| Admin fee / account holder | $2,645 | $6,521-59.4% | $5,065-47.8% | $12,270-78.4% |