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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 | $72,403-24.6% | $67,524-19.2% | $145,978-62.6% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 11.82% | 7197.23%-7185.4pp | 3519.41%-3507.6pp | 550.52%-538.7pp |
| Employer contribution / active EE | $2,390 | $3,072-22.2% | $2,734-12.6% | $4,662-48.7% |
| Participant deferral / active EE | $1,320 | $4,782-72.4% | $4,001-67.0% | $6,690-80.3% |
| Admin fee / account holder | $2,121 | $5,541-61.7% | $4,001-47.0% | $13,400-84.2% |