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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 | $43,588 | $99,011-56.0% | $86,582-49.7% | $147,586-70.5% |
| Participation rate | 78.6% | 76.3%+2.2pp | 73.5%+5.0pp | 82.8%-4.3pp |
| Annual return | 13.46% | 1312.75%-1299.3pp | 965.08%-951.6pp | 578.59%-565.1pp |
| Employer contribution / active EE | $1,559 | $3,132-50.2% | $2,839-45.1% | $4,876-68.0% |
| Participant deferral / active EE | $3,160 | $3,972-20.4% | $3,609-12.4% | $5,439-41.9% |
| Admin fee / account holder | $1,369 | $5,709-76.0% | $4,904-72.1% | $10,886-87.4% |