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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 | $14,238 | $73,421-80.6% | $66,439-78.6% | $155,188-90.8% |
| Participation rate | 87.0% | 79.7%+7.3pp | 74.5%+12.5pp | 80.8%+6.2pp |
| Annual return | 13.24% | 1382.37%-1369.1pp | 757.66%-744.4pp | 148.84%-135.6pp |
| Employer contribution / active EE | $3,010 | $3,039-1.0% | $2,637+14.1% | $4,248-29.1% |
| Participant deferral / active EE | $4,194 | $4,680-10.4% | $3,876+8.2% | $6,531-35.8% |
| Admin fee / account holder | $933 | $8,856-89.5% | $6,173-84.9% | $14,480-93.6% |