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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 | $62,861 | $149,040-57.8% | $120,225-47.7% | $137,256-54.2% |
| Participation rate | 71.4% | 75.4%-4.0pp | 69.6%+1.9pp | 80.0%-8.5pp |
| Annual return | 21.62% | 605.68%-584.1pp | 439.23%-417.6pp | 220.34%-198.7pp |
| Employer contribution / active EE | $756 | $4,350-82.6% | $3,475-78.2% | $4,156-81.8% |
| Participant deferral / active EE | $1,480 | $4,655-68.2% | $3,999-63.0% | $6,407-76.9% |
| Admin fee / account holder | $2,510 | $6,348-60.5% | $5,696-55.9% | $12,270-79.5% |