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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 | $57,269 | $149,040-61.6% | $120,225-52.4% | $137,256-58.3% |
| Participation rate | 81.8% | 75.4%+6.4pp | 69.6%+12.2pp | 80.0%+1.9pp |
| Annual return | 15.36% | 605.68%-590.3pp | 439.23%-423.9pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,053 | $4,350-52.8% | $3,475-40.9% | $4,156-50.6% |
| Participant deferral / active EE | $2,571 | $4,655-44.8% | $3,999-35.7% | $6,407-59.9% |
| Admin fee / account holder | $2,121 | $6,348-66.6% | $5,696-62.8% | $12,270-82.7% |