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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 | $55,794 | $100,911-44.7% | $90,440-38.3% | $158,966-64.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.21% | 1726.62%-1707.4pp | 1294.38%-1275.2pp | 302.95%-283.7pp |
| Employer contribution / active EE | $3,712 | $3,690+0.6% | $3,263+13.8% | $4,762-22.1% |
| Participant deferral / active EE | $4,562 | $4,348+4.9% | $3,964+15.1% | $5,983-23.7% |
| Admin fee / account holder | $2,564 | $6,507-60.6% | $5,615-54.3% | $11,250-77.2% |