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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 | $51,169 | $169,356-69.8% | $129,406-60.5% | $145,897-64.9% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.6%+1.8pp | 80.3%-8.9pp |
| Annual return | 21.20% | 14418.62%-14397.4pp | 9468.18%-9447.0pp | 552.29%-531.1pp |
| Employer contribution / active EE | $661 | $5,542-88.1% | $4,155-84.1% | $4,663-85.8% |
| Participant deferral / active EE | $1,324 | $4,987-73.4% | $4,167-68.2% | $6,689-80.2% |
| Admin fee / account holder | $3,010 | $9,915-69.6% | $7,689-60.9% | $13,390-77.5% |