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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 | $65,661 | $99,011-33.7% | $86,582-24.2% | $147,586-55.5% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 14.12% | 1312.75%-1298.6pp | 965.08%-951.0pp | 578.59%-564.5pp |
| Employer contribution / active EE | $2,544 | $3,132-18.8% | $2,839-10.4% | $4,876-47.8% |
| Participant deferral / active EE | $638 | $3,972-83.9% | $3,609-82.3% | $5,439-88.3% |
| Admin fee / account holder | $459 | $5,709-92.0% | $4,904-90.7% | $10,886-95.8% |