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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 | $29,339 | $102,696-71.4% | $86,235-66.0% | $139,487-79.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 24.22% | 1925.91%-1901.7pp | 1170.03%-1145.8pp | 373.84%-349.6pp |
| Employer contribution / active EE | $2,941 | $3,034-3.1% | $2,381+23.5% | $4,755-38.2% |
| Participant deferral / active EE | $7,969 | $4,679+70.3% | $3,987+99.9% | $6,713+18.7% |
| Admin fee / account holder | $1,054 | $8,667-87.8% | $6,856-84.6% | $11,407-90.8% |