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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 | $46,590 | $67,823-31.3% | $52,425-11.1% | $137,256-66.1% |
| Participation rate | 94.7% | 63.9%+30.8pp | 55.6%+39.1pp | 80.0%+14.8pp |
| Annual return | 23.90% | 219.11%-195.2pp | 302.12%-278.2pp | 220.34%-196.4pp |
| Employer contribution / active EE | $3,880 | $1,163+233.6% | $914+324.4% | $4,156-6.6% |
| Participant deferral / active EE | $5,992 | $2,288+161.9% | $1,790+234.6% | $6,407-6.5% |
| Admin fee / account holder | $1,530 | $2,844-46.2% | $2,495-38.7% | $12,270-87.5% |