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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 | $109,340 | $88,702+23.3% | $81,780+33.7% | $145,978-25.1% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.4%-0.9pp | 80.3%-8.9pp |
| Annual return | 21.23% | 1029.12%-1007.9pp | 776.27%-755.0pp | 550.52%-529.3pp |
| Employer contribution / active EE | $1,429 | $3,084-53.7% | $2,914-51.0% | $4,662-69.4% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,440 | $8,414-59.1% | $7,384-53.4% | $13,400-74.3% |