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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 | $100,051 | $100,911-0.9% | $90,440+10.6% | $158,966-37.1% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 25.93% | 1726.62%-1700.7pp | 1294.38%-1268.4pp | 302.95%-277.0pp |
| Employer contribution / active EE | $2,427 | $3,690-34.2% | $3,263-25.6% | $4,762-49.0% |
| Participant deferral / active EE | $3,965 | $4,348-8.8% | $3,9640% | $5,983-33.7% |
| Admin fee / account holder | $805 | $6,507-87.6% | $5,615-85.7% | $11,250-92.8% |