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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 | $63,762 | $92,743-31.2% | $82,744-22.9% | $134,532-52.6% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | 6.71% | 946.63%-939.9pp | 702.22%-695.5pp | 418.27%-411.6pp |
| Employer contribution / active EE | $8,561 | $3,273+161.6% | $3,008+184.6% | $4,741+80.6% |
| Participant deferral / active EE | $6,845 | $4,802+42.6% | $4,395+55.8% | $6,401+6.9% |
| Admin fee / account holder | $1,257 | $5,977-79.0% | $5,325-76.4% | $11,429-89.0% |