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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 | $53,298 | $88,778-40.0% | $81,844-34.9% | $145,884-63.5% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 13.84% | 1033.03%-1019.2pp | 778.87%-765.0pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,738 | $3,087-43.7% | $2,916-40.4% | $4,662-62.7% |
| Participant deferral / active EE | $5,544 | $4,648+19.3% | $4,323+28.2% | $6,690-17.1% |
| Admin fee / account holder | $3,616 | $8,430-57.1% | $7,355-50.8% | $13,392-73.0% |