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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 | $69,288 | $88,754-21.9% | $81,820-15.3% | $145,877-52.5% |
| Participation rate | 93.3% | 75.1%+18.3pp | 72.4%+20.9pp | 80.3%+13.0pp |
| Annual return | 9.56% | 1031.77%-1022.2pp | 777.93%-768.4pp | 551.28%-541.7pp |
| Employer contribution / active EE | $2,603 | $3,085-15.6% | $2,915-10.7% | $4,663-44.2% |
| Participant deferral / active EE | $2,876 | $4,648-38.1% | $4,323-33.5% | $6,691-57.0% |
| Admin fee / account holder | $818 | $8,424-90.3% | $7,391-88.9% | $13,402-93.9% |