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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 | $41,443 | $72,446-42.8% | $67,561-38.7% | $145,877-71.6% |
| Participation rate | 81.0% | 76.9%+4.1pp | 72.9%+8.0pp | 80.3%+0.7pp |
| Annual return | 28.99% | 7211.98%-7183.0pp | 3525.44%-3496.5pp | 551.28%-522.3pp |
| Employer contribution / active EE | $1,789 | $3,072-41.8% | $2,735-34.6% | $4,663-61.6% |
| Participant deferral / active EE | $3,922 | $4,785-18.0% | $4,003-2.0% | $6,691-41.4% |
| Admin fee / account holder | $1,073 | $5,541-80.6% | $4,006-73.2% | $13,402-92.0% |