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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 | $37,672 | $100,911-62.7% | $90,440-58.3% | $158,966-76.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 18.19% | 1726.62%-1708.4pp | 1294.38%-1276.2pp | 302.95%-284.8pp |
| Employer contribution / active EE | $3,260 | $3,690-11.7% | $3,263-0.1% | $4,762-31.6% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,369 | $6,507-63.6% | $5,615-57.8% | $11,250-78.9% |