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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 | $48,915 | $76,522-36.1% | $56,033-12.7% | $145,884-66.5% |
| Participation rate | 78.6% | 63.2%+15.3pp | 52.5%+26.1pp | 80.3%-1.7pp |
| Annual return | 11.77% | 3014.28%-3002.5pp | 1711.38%-1699.6pp | 551.85%-540.1pp |
| Employer contribution / active EE | $2,636 | $1,382+90.7% | $1,041+153.3% | $4,662-43.5% |
| Participant deferral / active EE | $8,332 | $2,624+217.5% | $1,954+326.4% | $6,690+24.6% |
| Admin fee / account holder | $689 | $3,328-79.3% | $2,827-75.6% | $13,392-94.9% |