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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 | $31,258 | $48,327-35.3% | $67,575-53.7% | $80,935-61.4% |
| Participation rate | 83.8% | 66.4%+17.4pp | 72.9%+10.9pp | 67.7%+16.1pp |
| Annual return | 33.68% | 18.31%+15.4pp | 3528.98%-3495.3pp | 35.66%-2.0pp |
| Employer contribution / active EE | $3,242 | $2,022+60.3% | $2,736+18.5% | $2,757+17.6% |
| Participant deferral / active EE | $7,761 | $2,927+165.1% | $4,003+93.9% | $4,299+80.5% |
| Admin fee / account holder | $2,935 | $3,692-20.5% | $3,993-26.5% | $6,924-57.6% |