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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 | $100,895-45.9% | $90,430-39.6% | $158,950-65.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 20.04% | 1725.54%-1705.5pp | 1293.73%-1273.7pp | 302.91%-282.9pp |
| Employer contribution / active EE | $1,498 | $3,689-59.4% | $3,262-54.1% | $4,762-68.5% |
| Participant deferral / active EE | $2,987 | $4,347-31.3% | $3,963-24.6% | $5,983-50.1% |
| Admin fee / account holder | $555 | $6,505-91.5% | $5,613-90.1% | $11,248-95.1% |