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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 | $72,124 | $156,970-54.1% | $121,210-40.5% | $139,487-48.3% |
| Participation rate | 78.6% | 76.5%+2.1pp | 69.5%+9.0pp | 80.3%-1.8pp |
| Annual return | 16.43% | 1477.10%-1460.7pp | 987.41%-971.0pp | 373.84%-357.4pp |
| Employer contribution / active EE | $2,859 | $5,546-48.5% | $4,171-31.5% | $4,755-39.9% |
| Participant deferral / active EE | $4,252 | $4,849-12.3% | $4,084+4.1% | $6,713-36.7% |
| Admin fee / account holder | $3,607 | $6,947-48.1% | $5,647-36.1% | $11,407-68.4% |