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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 | $46,544 | $65,440-28.9% | $98,506-52.7% | $85,851-45.8% |
| Participation rate | 95.6% | 65.0%+30.5pp | 73.3%+22.2pp | 69.3%+26.2pp |
| Annual return | 38.48% | 21.75%+16.7pp | 1494.92%-1456.4pp | 318.63%-280.2pp |
| Employer contribution / active EE | $3,615 | $2,169+66.7% | $2,961+22.1% | $2,565+40.9% |
| Participant deferral / active EE | $4,017 | $3,168+26.8% | $4,277-6.1% | $3,952+1.6% |
| Admin fee / account holder | $3,585 | $4,596-22.0% | $5,955-39.8% | $6,261-42.7% |