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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 | $27,048 | $99,011-72.7% | $86,582-68.8% | $147,586-81.7% |
| Participation rate | 94.4% | 76.3%+18.1pp | 73.5%+20.9pp | 82.8%+11.6pp |
| Annual return | 12.28% | 1312.75%-1300.5pp | 965.08%-952.8pp | 578.59%-566.3pp |
| Employer contribution / active EE | $771 | $3,132-75.4% | $2,839-72.8% | $4,876-84.2% |
| Participant deferral / active EE | $3,590 | $3,972-9.6% | $3,609-0.5% | $5,439-34.0% |
| Admin fee / account holder | $2,465 | $5,709-56.8% | $4,904-49.7% | $10,886-77.4% |