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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 | $70,464 | $100,938-30.2% | $90,461-22.1% | $158,982-55.7% |
| Participation rate | 95.5% | 75.0%+20.4pp | 72.7%+22.8pp | 82.0%+13.5pp |
| Annual return | 13.23% | 1727.20%-1714.0pp | 1294.76%-1281.5pp | 302.99%-289.8pp |
| Employer contribution / active EE | $2,815 | $3,691-23.7% | $3,264-13.7% | $4,763-40.9% |
| Participant deferral / active EE | $4,084 | $4,350-6.1% | $3,964+3.0% | $5,983-31.7% |
| Admin fee / account holder | $1,070 | $6,510-83.6% | $5,617-81.0% | $11,252-90.5% |