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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 | $47,164 | $68,412-31.1% | $94,679-50.2% | $75,181-37.3% |
| Participation rate | 96.9% | 76.1%+20.8pp | 80.8%+16.0pp | 67.2%+29.7pp |
| Annual return | 28.25% | 616.91%-588.7pp | 156.75%-128.5pp | 160.69%-132.4pp |
| Employer contribution / active EE | $1,932 | $2,701-28.5% | $3,673-47.4% | $2,671-27.7% |
| Participant deferral / active EE | $12,693 | $6,537+94.2% | $7,417+71.1% | $4,126+207.7% |
| Admin fee / account holder | $6,914 | $5,326+29.8% | $7,233-4.4% | $5,650+22.4% |