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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 | $41,063 | $88,815-53.8% | $81,882-49.9% | $145,897-71.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 47.95% | 1033.75%-985.8pp | 779.47%-731.5pp | 552.29%-504.3pp |
| Employer contribution / active EE | $2,302 | $3,086-25.4% | $2,916-21.0% | $4,663-50.6% |
| Participant deferral / active EE | $8,590 | $4,647+84.8% | $4,323+98.7% | $6,689+28.4% |
| Admin fee / account holder | $1,580 | $8,434-81.3% | $7,360-78.5% | $13,390-88.2% |