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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 | $54,592 | $72,426-24.6% | $67,560-19.2% | $145,897-62.6% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 11.82% | 7226.78%-7215.0pp | 3533.50%-3521.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,390 | $3,074-22.3% | $2,737-12.7% | $4,663-48.8% |
| Participant deferral / active EE | $1,320 | $4,785-72.4% | $4,004-67.0% | $6,689-80.3% |
| Admin fee / account holder | $2,121 | $5,514-61.5% | $3,994-46.9% | $13,390-84.2% |