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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 | $33,664 | $99,011-66.0% | $86,582-61.1% | $147,586-77.2% |
| Participation rate | 86.7% | 76.3%+10.3pp | 73.5%+13.1pp | 82.8%+3.8pp |
| Annual return | 13.01% | 1312.75%-1299.7pp | 965.08%-952.1pp | 578.59%-565.6pp |
| Employer contribution / active EE | $1,803 | $3,132-42.4% | $2,839-36.5% | $4,876-63.0% |
| Participant deferral / active EE | $2,220 | $3,972-44.1% | $3,609-38.5% | $5,439-59.2% |
| Admin fee / account holder | $3,080 | $5,709-46.0% | $4,904-37.2% | $10,886-71.7% |