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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 | $66,158 | $100,895-34.4% | $90,430-26.8% | $158,950-58.4% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 14.22% | 1725.54%-1711.3pp | 1293.73%-1279.5pp | 302.91%-288.7pp |
| Employer contribution / active EE | $4,756 | $3,689+28.9% | $3,262+45.8% | $4,762-0.1% |
| Participant deferral / active EE | $2,353 | $4,347-45.9% | $3,963-40.6% | $5,983-60.7% |
| Admin fee / account holder | $4,170 | $6,505-35.9% | $5,613-25.7% | $11,248-62.9% |