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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 | $100,895+28.2% | $90,430+43.1% | $158,950-18.6% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.7%+22.1pp | 82.0%+12.8pp |
| Annual return | 12.57% | 1725.54%-1713.0pp | 1293.73%-1281.2pp | 302.91%-290.3pp |
| Employer contribution / active EE | $2,074 | $3,689-43.8% | $3,262-36.4% | $4,762-56.4% |
| Participant deferral / active EE | $3,089 | $4,347-28.9% | $3,963-22.1% | $5,983-48.4% |
| Admin fee / account holder | $1,422 | $6,505-78.1% | $5,613-74.7% | $11,248-87.4% |