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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 | $25,488 | $68,097-62.6% | $62,929-59.5% | $137,256-81.4% |
| Participation rate | 88.2% | 77.4%+10.8pp | 73.1%+15.1pp | 80.0%+8.3pp |
| Annual return | 11.43% | 1859.11%-1847.7pp | 1063.93%-1052.5pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,507 | $2,811-46.4% | $2,505-39.8% | $4,156-63.7% |
| Participant deferral / active EE | $2,902 | $4,553-36.3% | $3,888-25.4% | $6,407-54.7% |
| Admin fee / account holder | $5,895 | $6,521-9.6% | $5,065+16.4% | $12,270-52.0% |