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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 | $50,648 | $73,518-31.1% | $63,003-19.6% | $147,585-65.7% |
| Participation rate | 90.5% | 77.9%+12.6pp | 74.8%+15.7pp | 82.8%+7.6pp |
| Annual return | 19.13% | 175.46%-156.3pp | 87.59%-68.5pp | 578.56%-559.4pp |
| Employer contribution / active EE | $3,009 | $3,322-9.4% | $2,760+9.0% | $4,876-38.3% |
| Participant deferral / active EE | $4,104 | $4,183-1.9% | $3,329+23.3% | $5,439-24.5% |
| Admin fee / account holder | $859 | $5,952-85.6% | $3,600-76.1% | $10,885-92.1% |