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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 | $88,702-16.7% | $81,780-9.7% | $145,978-49.4% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.4%-0.9pp | 80.3%-8.9pp |
| Annual return | 12.12% | 1029.12%-1017.0pp | 776.27%-764.1pp | 550.52%-538.4pp |
| Employer contribution / active EE | $1,875 | $3,084-39.2% | $2,914-35.6% | $4,662-59.8% |
| Participant deferral / active EE | $10,119 | $4,645+117.8% | $4,321+134.2% | $6,690+51.3% |
| Admin fee / account holder | $3,810 | $8,414-54.7% | $7,384-48.4% | $13,400-71.6% |