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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 | $57,514 | $99,031-41.9% | $86,597-33.6% | $147,585-61.0% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 19.83% | 1312.56%-1292.7pp | 964.96%-945.1pp | 578.57%-558.7pp |
| Employer contribution / active EE | $2,792 | $3,132-10.8% | $2,840-1.7% | $4,876-42.7% |
| Participant deferral / active EE | $6,060 | $3,972+52.5% | $3,609+67.9% | $5,439+11.4% |
| Admin fee / account holder | $485 | $5,711-91.5% | $4,906-90.1% | $10,885-95.5% |