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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 | $67,756 | $76,368-11.3% | $67,681+0.1% | $154,746-56.2% |
| Participation rate | 92.3% | 79.0%+13.4pp | 73.7%+18.6pp | 80.7%+11.6pp |
| Annual return | 12.25% | 1066.77%-1054.5pp | 590.58%-578.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,943 | $3,151-38.3% | $2,678-27.5% | $4,379-55.6% |
| Participant deferral / active EE | $2,351 | $4,824-51.3% | $3,976-40.9% | $6,730-65.1% |
| Admin fee / account holder | $2,370 | $8,559-72.3% | $6,100-61.1% | $14,365-83.5% |