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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 | $73,884 | $88,778-16.8% | $81,844-9.7% | $145,884-49.4% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 12.12% | 1033.03%-1020.9pp | 778.87%-766.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,875 | $3,087-39.2% | $2,916-35.7% | $4,662-59.8% |
| Participant deferral / active EE | $10,119 | $4,648+117.7% | $4,323+134.0% | $6,690+51.3% |
| Admin fee / account holder | $3,810 | $8,430-54.8% | $7,355-48.2% | $13,392-71.5% |