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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 | $42,871 | $102,663-58.2% | $86,216-50.3% | $139,466-69.3% |
| Participation rate | 95.7% | 74.5%+21.1pp | 69.0%+26.7pp | 80.3%+15.3pp |
| Annual return | 14.89% | 1924.52%-1909.6pp | 1169.42%-1154.5pp | 373.66%-358.8pp |
| Employer contribution / active EE | $3,043 | $3,035+0.3% | $2,382+27.8% | $4,754-36.0% |
| Participant deferral / active EE | $3,371 | $4,677-27.9% | $3,986-15.4% | $6,712-49.8% |
| Admin fee / account holder | $1,337 | $8,663-84.6% | $6,853-80.5% | $11,409-88.3% |