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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 | $7,398 | $88,815-91.7% | $81,882-91.0% | $145,897-94.9% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 14.57% | 1033.75%-1019.2pp | 779.47%-764.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,448 | $3,086-20.7% | $2,916-16.0% | $4,663-47.5% |
| Participant deferral / active EE | $5,715 | $4,647+23.0% | $4,323+32.2% | $6,689-14.6% |
| Admin fee / account holder | $1,873 | $8,434-77.8% | $7,360-74.5% | $13,390-86.0% |