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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 | $36,971 | $68,097-45.7% | $62,929-41.2% | $137,256-73.1% |
| Participation rate | 88.9% | 77.4%+11.4pp | 73.1%+15.8pp | 80.0%+8.9pp |
| Annual return | 18.96% | 1859.11%-1840.2pp | 1063.93%-1045.0pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,452 | $2,811-12.8% | $2,505-2.1% | $4,156-41.0% |
| Participant deferral / active EE | $4,590 | $4,553+0.8% | $3,888+18.1% | $6,407-28.4% |
| Admin fee / account holder | $5,070 | $6,521-22.3% | $5,065+0.1% | $12,270-58.7% |