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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 | $32,850 | $73,546-55.3% | $63,018-47.9% | $147,586-77.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 15.57% | 175.56%-160.0pp | 87.62%-72.0pp | 578.59%-563.0pp |
| Employer contribution / active EE | $3,063 | $3,324-7.9% | $2,761+10.9% | $4,876-37.2% |
| Participant deferral / active EE | $2,948 | $4,185-29.5% | $3,330-11.5% | $5,439-45.8% |
| Admin fee / account holder | $1,462 | $5,956-75.5% | $3,601-59.4% | $10,886-86.6% |