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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 | $57,871 | $68,097-15.0% | $62,929-8.0% | $137,256-57.8% |
| Participation rate | 85.0% | 77.4%+7.6pp | 73.1%+11.9pp | 80.0%+5.0pp |
| Annual return | 26.57% | 1859.11%-1832.5pp | 1063.93%-1037.4pp | 220.34%-193.8pp |
| Employer contribution / active EE | $4,268 | $2,811+51.8% | $2,505+70.4% | $4,156+2.7% |
| Participant deferral / active EE | $7,346 | $4,553+61.4% | $3,888+88.9% | $6,407+14.7% |
| Admin fee / account holder | $5,187 | $6,521-20.5% | $5,065+2.4% | $12,270-57.7% |