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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 | $58,512 | $73,546-20.4% | $63,018-7.2% | $147,586-60.4% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.8%-3.4pp | 82.8%-11.4pp |
| Annual return | 13.18% | 175.56%-162.4pp | 87.62%-74.4pp | 578.59%-565.4pp |
| Employer contribution / active EE | $1,795 | $3,324-46.0% | $2,761-35.0% | $4,876-63.2% |
| Participant deferral / active EE | $5,227 | $4,185+24.9% | $3,330+57.0% | $5,439-3.9% |
| Admin fee / account holder | $2,263 | $5,956-62.0% | $3,601-37.1% | $10,886-79.2% |