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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 | $32,412 | $88,754-63.5% | $81,820-60.4% | $145,877-77.8% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 9.85% | 1031.77%-1021.9pp | 777.93%-768.1pp | 551.28%-541.4pp |
| Employer contribution / active EE | $3,818 | $3,085+23.8% | $2,915+31.0% | $4,663-18.1% |
| Participant deferral / active EE | $3,885 | $4,648-16.4% | $4,323-10.1% | $6,691-41.9% |
| Admin fee / account holder | $1,375 | $8,424-83.7% | $7,391-81.4% | $13,402-89.7% |