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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 | $33,629 | $88,754-62.1% | $81,820-58.9% | $145,877-76.9% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 15.91% | 1031.77%-1015.9pp | 777.93%-762.0pp | 551.28%-535.4pp |
| Employer contribution / active EE | $3,893 | $3,085+26.2% | $2,915+33.5% | $4,663-16.5% |
| Participant deferral / active EE | $5,980 | $4,648+28.7% | $4,323+38.3% | $6,691-10.6% |
| Admin fee / account holder | $742 | $8,424-91.2% | $7,391-90.0% | $13,402-94.5% |