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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 | $45,887 | $90,489-49.3% | $76,051-39.7% | $145,978-68.6% |
| Participation rate | 93.3% | 74.5%+18.8pp | 69.1%+24.3pp | 80.3%+13.0pp |
| Annual return | 19.66% | 622.78%-603.1pp | 360.42%-340.8pp | 550.52%-530.9pp |
| Employer contribution / active EE | $8,293 | $3,319+149.8% | $2,690+208.3% | $4,662+77.9% |
| Participant deferral / active EE | $4,775 | $5,164-7.5% | $4,257+12.2% | $6,690-28.6% |
| Admin fee / account holder | $6,648 | $8,374-20.6% | $6,416+3.6% | $13,400-50.4% |