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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 | $32,052 | $72,426-55.7% | $67,560-52.6% | $145,897-78.0% |
| Participation rate | 94.7% | 76.9%+17.8pp | 72.9%+21.8pp | 80.3%+14.4pp |
| Annual return | 14.37% | 7226.78%-7212.4pp | 3533.50%-3519.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,947 | $3,074-36.7% | $2,737-28.9% | $4,663-58.2% |
| Participant deferral / active EE | $4,346 | $4,785-9.2% | $4,004+8.6% | $6,689-35.0% |
| Admin fee / account holder | $3,124 | $5,514-43.3% | $3,994-21.8% | $13,390-76.7% |