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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 | $26,948 | $88,815-69.7% | $81,882-67.1% | $145,897-81.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 28.62% | 1033.75%-1005.1pp | 779.47%-750.9pp | 552.29%-523.7pp |
| Employer contribution / active EE | $5,326 | $3,086+72.6% | $2,916+82.6% | $4,663+14.2% |
| Participant deferral / active EE | $2,050 | $4,647-55.9% | $4,323-52.6% | $6,689-69.4% |
| Admin fee / account holder | $1,167 | $8,434-86.2% | $7,360-84.1% | $13,390-91.3% |