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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 | $35,334 | $100,911-65.0% | $90,440-60.9% | $158,966-77.8% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.7%+14.0pp | 82.0%+4.7pp |
| Annual return | 34.00% | 1726.62%-1692.6pp | 1294.38%-1260.4pp | 302.95%-268.9pp |
| Employer contribution / active EE | $1,048 | $3,690-71.6% | $3,263-67.9% | $4,762-78.0% |
| Participant deferral / active EE | $5,083 | $4,348+16.9% | $3,964+28.2% | $5,983-15.0% |
| Admin fee / account holder | $1,494 | $6,507-77.0% | $5,615-73.4% | $11,250-86.7% |