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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 | $121,868 | $68,097+79.0% | $62,929+93.7% | $137,256-11.2% |
| Participation rate | 92.9% | 77.4%+15.4pp | 73.1%+19.7pp | 80.0%+12.9pp |
| Annual return | 14.79% | 1859.11%-1844.3pp | 1063.93%-1049.1pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,585 | $2,811-8.0% | $2,505+3.2% | $4,156-37.8% |
| Participant deferral / active EE | $3,154 | $4,553-30.7% | $3,888-18.9% | $6,407-50.8% |
| Admin fee / account holder | $3,830 | $6,521-41.3% | $5,065-24.4% | $12,270-68.8% |