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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 | $70,228 | $109,905-36.1% | $98,506-28.7% | $167,553-58.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 13.36% | 1960.20%-1946.8pp | 1494.92%-1481.6pp | 478.89%-465.5pp |
| Employer contribution / active EE | $1,277 | $3,226-60.4% | $2,961-56.9% | $4,840-73.6% |
| Participant deferral / active EE | $1,400 | $4,674-70.0% | $4,277-67.3% | $6,343-77.9% |
| Admin fee / account holder | $1,269 | $6,760-81.2% | $5,955-78.7% | $12,316-89.7% |