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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 | $26,816 | $58,391-54.1% | $76,667-65.0% | $72,976-63.3% |
| Participation rate | 88.9% | 67.4%+21.5pp | 72.1%+16.8pp | 69.5%+19.4pp |
| Annual return | 20.56% | 2306.65%-2286.1pp | 1166.74%-1146.2pp | 81.02%-60.5pp |
| Employer contribution / active EE | $1,560 | $1,787-12.7% | $2,303-32.3% | $2,440-36.1% |
| Participant deferral / active EE | $3,657 | $2,690+35.9% | $3,336+9.6% | $3,608+1.4% |
| Admin fee / account holder | $2,219 | $4,014-44.7% | $6,423-65.5% | $5,124-56.7% |