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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 | $67,236 | $88,710-24.2% | $81,783-17.8% | $145,959-53.9% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.4%+22.4pp | 80.3%+14.5pp |
| Annual return | 13.35% | 1027.26%-1013.9pp | 775.05%-761.7pp | 561.95%-548.6pp |
| Employer contribution / active EE | $4,000 | $3,083+29.7% | $2,913+37.3% | $4,661-14.2% |
| Participant deferral / active EE | $5,274 | $4,645+13.5% | $4,320+22.1% | $6,689-21.2% |
| Admin fee / account holder | $3,277 | $8,407-61.0% | $7,380-55.6% | $13,398-75.5% |