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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 | $70,211 | $88,815-20.9% | $81,882-14.3% | $145,897-51.9% |
| Participation rate | 92.3% | 75.1%+17.2pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 13.89% | 1033.75%-1019.9pp | 779.47%-765.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,981 | $3,086-35.8% | $2,916-32.0% | $4,663-57.5% |
| Participant deferral / active EE | $8,514 | $4,647+83.2% | $4,323+97.0% | $6,689+27.3% |
| Admin fee / account holder | $905 | $8,434-89.3% | $7,360-87.7% | $13,390-93.2% |