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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 | $31,511 | $202,342-84.4% | $172,752-81.8% | $152,897-79.4% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 18.72% | 1029.83%-1011.1pp | 802.97%-784.2pp | 345.43%-326.7pp |
| Employer contribution / active EE | $2,112 | $5,858-63.9% | $5,144-58.9% | $4,764-55.7% |
| Participant deferral / active EE | $3,968 | $5,948-33.3% | $5,198-23.7% | $5,851-32.2% |
| Admin fee / account holder | $3,525 | $17,111-79.4% | $13,955-74.7% | $11,599-69.6% |