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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 | $43,047 | $45,152-4.7% | $73,835-41.7% | $59,633-27.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 37.07% | 27.40%+9.7pp | 2268.13%-2231.1pp | 2041.40%-2004.3pp |
| Employer contribution / active EE | $1,944 | $1,901+2.2% | $2,788-30.3% | $2,203-11.8% |
| Participant deferral / active EE | $4,711 | $2,573+83.1% | $3,583+31.5% | $3,192+47.6% |
| Admin fee / account holder | $7,610 | $3,515+116.5% | $4,880+56.0% | $4,297+77.1% |