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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 | $129,374 | $100,911+28.2% | $90,440+43.0% | $158,966-18.6% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.7%+22.0pp | 82.0%+12.8pp |
| Annual return | 12.57% | 1726.62%-1714.1pp | 1294.38%-1281.8pp | 302.95%-290.4pp |
| Employer contribution / active EE | $2,074 | $3,690-43.8% | $3,263-36.4% | $4,762-56.4% |
| Participant deferral / active EE | $3,089 | $4,348-29.0% | $3,964-22.1% | $5,983-48.4% |
| Admin fee / account holder | $1,422 | $6,507-78.2% | $5,615-74.7% | $11,250-87.4% |