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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 | $32,549 | $100,938-67.8% | $90,461-64.0% | $158,982-79.5% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.7%+0.6pp | 82.0%-8.6pp |
| Annual return | 15.91% | 1727.20%-1711.3pp | 1294.76%-1278.9pp | 302.99%-287.1pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,113 | $4,350-5.4% | $3,964+3.7% | $5,983-31.3% |
| Admin fee / account holder | $883 | $6,510-86.4% | $5,617-84.3% | $11,252-92.2% |