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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 | $64,102 | $44,850+42.9% | $60,547+5.9% | $59,633+7.5% |
| Participation rate | 95.0% | 59.5%+35.5pp | 68.0%+27.0pp | 68.7%+26.3pp |
| Annual return | 1.24% | 1074.14%-1072.9pp | 335.64%-334.4pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $583 | $1,462-60.1% | $2,419-75.9% | $2,203-73.5% |
| Participant deferral / active EE | $4,169 | $2,230+87.0% | $3,328+25.3% | $3,192+30.6% |
| Admin fee / account holder | $1,035 | $3,635-71.5% | $4,536-77.2% | $4,297-75.9% |