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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 | $41,041 | $92,743-55.7% | $82,744-50.4% | $134,532-69.5% |
| Participation rate | 76.5% | 75.2%+1.3pp | 72.6%+3.9pp | 81.2%-4.8pp |
| Annual return | 13.61% | 946.63%-933.0pp | 702.22%-688.6pp | 418.27%-404.7pp |
| Employer contribution / active EE | $1,047 | $3,273-68.0% | $3,008-65.2% | $4,741-77.9% |
| Participant deferral / active EE | $1,044 | $4,802-78.3% | $4,395-76.3% | $6,401-83.7% |
| Admin fee / account holder | $488 | $5,977-91.8% | $5,325-90.8% | $11,429-95.7% |