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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 | $52,531 | $180,749-70.9% | $160,784-67.3% | $137,256-61.7% |
| Participation rate | 94.7% | 80.0%+14.8pp | 77.0%+17.8pp | 80.0%+14.8pp |
| Annual return | 18.49% | 2234.46%-2216.0pp | 1803.92%-1785.4pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,608 | $4,155-37.2% | $3,733-30.1% | $4,156-37.2% |
| Participant deferral / active EE | $8,700 | $6,844+27.1% | $6,293+38.3% | $6,407+35.8% |
| Admin fee / account holder | $2,607 | $10,397-74.9% | $9,717-73.2% | $12,270-78.7% |