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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 | $37,890 | $29,667+27.7% | $56,441-32.9% | $80,874-53.1% |
| Participation rate | 73.8% | 41.7%+32.1pp | 52.5%+21.3pp | 67.6%+6.1pp |
| Annual return | 75.88% | 35.22%+40.7pp | 1704.21%-1628.3pp | 35.62%+40.3pp |
| Employer contribution / active EE | $3,054 | $669+356.3% | $1,039+193.9% | $2,756+10.8% |
| Participant deferral / active EE | $1,783 | $1,227+45.4% | $1,953-8.7% | $4,297-58.5% |
| Admin fee / account holder | $2,973 | $2,429+22.4% | $2,829+5.1% | $6,935-57.1% |