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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 | $54,585 | $100,938-45.9% | $90,461-39.7% | $158,982-65.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.7pp |
| Annual return | 20.04% | 1727.20%-1707.2pp | 1294.76%-1274.7pp | 302.99%-282.9pp |
| Employer contribution / active EE | $1,498 | $3,691-59.4% | $3,264-54.1% | $4,763-68.5% |
| Participant deferral / active EE | $2,987 | $4,350-31.3% | $3,964-24.7% | $5,983-50.1% |
| Admin fee / account holder | $555 | $6,510-91.5% | $5,617-90.1% | $11,252-95.1% |