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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 | $41,948 | $138,102-69.6% | $125,381-66.5% | $134,532-68.8% |
| Participation rate | 95.8% | 84.5%+11.3pp | 82.4%+13.5pp | 81.2%+14.6pp |
| Annual return | 23.55% | 750.73%-727.2pp | 572.31%-548.8pp | 418.27%-394.7pp |
| Employer contribution / active EE | $3,750 | $5,245-28.5% | $4,815-22.1% | $4,741-20.9% |
| Participant deferral / active EE | $7,107 | $7,801-8.9% | $7,448-4.6% | $6,401+11.0% |
| Admin fee / account holder | $4,424 | $11,568-61.8% | $10,007-55.8% | $11,429-61.3% |