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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 | $72,403-42.8% | $67,524-38.6% | $145,978-71.6% |
| Participation rate | 81.0% | 76.9%+4.1pp | 72.9%+8.1pp | 80.3%+0.7pp |
| Annual return | 28.99% | 7197.23%-7168.2pp | 3519.41%-3490.4pp | 550.52%-521.5pp |
| Employer contribution / active EE | $1,789 | $3,072-41.7% | $2,734-34.6% | $4,662-61.6% |
| Participant deferral / active EE | $3,922 | $4,782-18.0% | $4,001-2.0% | $6,690-41.4% |
| Admin fee / account holder | $1,073 | $5,541-80.6% | $4,001-73.2% | $13,400-92.0% |