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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 | $53,279 | $68,398-22.1% | $94,664-43.7% | $75,173-29.1% |
| Participation rate | 98.8% | 76.1%+22.7pp | 80.8%+18.0pp | 67.2%+31.6pp |
| Annual return | 24.25% | 616.72%-592.5pp | 156.84%-132.6pp | 160.72%-136.5pp |
| Employer contribution / active EE | $735 | $2,701-72.8% | $3,673-80.0% | $2,671-72.5% |
| Participant deferral / active EE | $5,104 | $6,537-21.9% | $7,417-31.2% | $4,126+23.7% |
| Admin fee / account holder | $2,960 | $5,324-44.4% | $7,222-59.0% | $5,651-47.6% |