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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 | $72,023 | $88,754-18.9% | $81,820-12.0% | $145,877-50.6% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 15.09% | 1031.77%-1016.7pp | 777.93%-762.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $3,028 | $3,085-1.9% | $2,915+3.9% | $4,663-35.1% |
| Participant deferral / active EE | $3,431 | $4,648-26.2% | $4,323-20.6% | $6,691-48.7% |
| Admin fee / account holder | $3,446 | $8,424-59.1% | $7,391-53.4% | $13,402-74.3% |