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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 | $37,437 | $88,815-57.8% | $81,882-54.3% | $145,897-74.3% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 16.05% | 1033.75%-1017.7pp | 779.47%-763.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $4,463 | $3,086+44.6% | $2,916+53.1% | $4,663-4.3% |
| Participant deferral / active EE | $8,638 | $4,647+85.9% | $4,323+99.8% | $6,689+29.1% |
| Admin fee / account holder | $480 | $8,434-94.3% | $7,360-93.5% | $13,390-96.4% |