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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 | $62,069 | $76,368-18.7% | $67,681-8.3% | $154,746-59.9% |
| Participation rate | 80.0% | 79.0%+1.0pp | 73.7%+6.3pp | 80.7%-0.7pp |
| Annual return | 10.73% | 1066.77%-1056.0pp | 590.58%-579.8pp | 172.34%-161.6pp |
| Employer contribution / active EE | $1,737 | $3,151-44.9% | $2,678-35.1% | $4,379-60.3% |
| Participant deferral / active EE | $8,209 | $4,824+70.2% | $3,976+106.5% | $6,730+22.0% |
| Admin fee / account holder | $642 | $8,559-92.5% | $6,100-89.5% | $14,365-95.5% |