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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 | $42,768 | $99,011-56.8% | $86,582-50.6% | $147,586-71.0% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 18.11% | 1312.75%-1294.6pp | 965.08%-947.0pp | 578.59%-560.5pp |
| Employer contribution / active EE | $1,335 | $3,132-57.4% | $2,839-53.0% | $4,876-72.6% |
| Participant deferral / active EE | $2,587 | $3,972-34.9% | $3,609-28.3% | $5,439-52.4% |
| Admin fee / account holder | $753 | $5,709-86.8% | $4,904-84.7% | $10,886-93.1% |