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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 | $36,737 | $65,434-43.9% | $98,483-62.7% | $85,847-57.2% |
| Participation rate | 94.9% | 65.0%+29.9pp | 73.3%+21.5pp | 69.3%+25.6pp |
| Annual return | 12.08% | 21.75%-9.7pp | 1494.38%-1482.3pp | 318.61%-306.5pp |
| Employer contribution / active EE | $3,588 | $2,169+65.4% | $2,961+21.2% | $2,565+39.9% |
| Participant deferral / active EE | $2,441 | $3,168-22.9% | $4,276-42.9% | $3,952-38.2% |
| Admin fee / account holder | $762 | $4,595-83.4% | $5,953-87.2% | $6,261-87.8% |