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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 | $68,973 | $88,778-22.3% | $81,844-15.7% | $145,884-52.7% |
| Participation rate | 91.3% | 75.1%+16.2pp | 72.4%+18.9pp | 80.3%+11.0pp |
| Annual return | 12.63% | 1033.03%-1020.4pp | 778.87%-766.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $3,107 | $3,087+0.7% | $2,916+6.5% | $4,662-33.4% |
| Participant deferral / active EE | $4,711 | $4,648+1.4% | $4,323+9.0% | $6,690-29.6% |
| Admin fee / account holder | $1,690 | $8,430-80.0% | $7,355-77.0% | $13,392-87.4% |