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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 | $23,706 | $97,729-75.7% | $83,830-71.7% | $135,379-82.5% |
| Participation rate | 82.4% | 80.0%+2.4pp | 76.1%+6.2pp | 82.6%-0.3pp |
| Annual return | 0.35% | 1287.52%-1287.2pp | 850.97%-850.6pp | 519.79%-519.4pp |
| Employer contribution / active EE | $8,485 | $4,222+101.0% | $3,631+133.7% | $4,779+77.5% |
| Participant deferral / active EE | $4,862 | $4,683+3.8% | $4,082+19.1% | $5,609-13.3% |
| Admin fee / account holder | $779 | $6,674-88.3% | $5,479-85.8% | $10,828-92.8% |