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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 | $83,429 | $70,121+19.0% | $63,803+30.8% | $138,895-39.9% |
| Participation rate | 86.4% | 77.2%+9.2pp | 72.7%+13.7pp | 79.9%+6.4pp |
| Annual return | 16.77% | 946.48%-929.7pp | 543.72%-527.0pp | 145.39%-128.6pp |
| Employer contribution / active EE | $1,690 | $2,882-41.4% | $2,532-33.3% | $4,194-59.7% |
| Participant deferral / active EE | $7,867 | $4,535+73.5% | $3,843+104.7% | $6,396+23.0% |
| Admin fee / account holder | $1,762 | $6,738-73.8% | $5,196-66.1% | $12,562-86.0% |