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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 | $28,069 | $100,938-72.2% | $90,461-69.0% | $158,982-82.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 20.12% | 1727.20%-1707.1pp | 1294.76%-1274.6pp | 302.99%-282.9pp |
| Employer contribution / active EE | $2,037 | $3,691-44.8% | $3,264-37.6% | $4,763-57.2% |
| Participant deferral / active EE | $3,817 | $4,350-12.3% | $3,964-3.7% | $5,983-36.2% |
| Admin fee / account holder | $575 | $6,510-91.2% | $5,617-89.8% | $11,252-94.9% |