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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 | $79,041 | $88,778-11.0% | $81,844-3.4% | $145,884-45.8% |
| Participation rate | 86.7% | 75.1%+11.6pp | 72.4%+14.3pp | 80.3%+6.4pp |
| Annual return | 24.84% | 1033.03%-1008.2pp | 778.87%-754.0pp | 551.85%-527.0pp |
| Employer contribution / active EE | $2,698 | $3,087-12.6% | $2,916-7.5% | $4,662-42.1% |
| Participant deferral / active EE | $6,569 | $4,648+41.3% | $4,323+51.9% | $6,690-1.8% |
| Admin fee / account holder | $10,924 | $8,430+29.6% | $7,355+48.5% | $13,392-18.4% |