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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 | $88,754-71.8% | $81,820-69.4% | $145,877-82.8% |
| Participation rate | 72.7% | 75.1%-2.4pp | 72.4%+0.3pp | 80.3%-7.6pp |
| Annual return | 22.40% | 1031.77%-1009.4pp | 777.93%-755.5pp | 551.28%-528.9pp |
| Employer contribution / active EE | $1,521 | $3,085-50.7% | $2,915-47.8% | $4,663-67.4% |
| Participant deferral / active EE | $5,320 | $4,648+14.5% | $4,323+23.1% | $6,691-20.5% |
| Admin fee / account holder | $762 | $8,424-91.0% | $7,391-89.7% | $13,402-94.3% |