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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 | $25,037 | $88,815-71.8% | $81,882-69.4% | $145,897-82.8% |
| Participation rate | 72.7% | 75.1%-2.3pp | 72.4%+0.3pp | 80.3%-7.6pp |
| Annual return | 22.40% | 1033.75%-1011.3pp | 779.47%-757.1pp | 552.29%-529.9pp |
| Employer contribution / active EE | $1,521 | $3,086-50.7% | $2,916-47.9% | $4,663-67.4% |
| Participant deferral / active EE | $5,320 | $4,647+14.5% | $4,323+23.1% | $6,689-20.5% |
| Admin fee / account holder | $762 | $8,434-91.0% | $7,360-89.7% | $13,390-94.3% |