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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 | $40,092 | $99,011-59.5% | $86,582-53.7% | $147,586-72.8% |
| Participation rate | 76.9% | 76.3%+0.6pp | 73.5%+3.4pp | 82.8%-5.9pp |
| Annual return | 14.21% | 1312.75%-1298.5pp | 965.08%-950.9pp | 578.59%-564.4pp |
| Employer contribution / active EE | $1,055 | $3,132-66.3% | $2,839-62.8% | $4,876-78.4% |
| Participant deferral / active EE | $1,569 | $3,972-60.5% | $3,609-56.5% | $5,439-71.2% |
| Admin fee / account holder | $4,144 | $5,709-27.4% | $4,904-15.5% | $10,886-61.9% |