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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 | $56,246 | $76,634-26.6% | $56,054+0.3% | $145,978-61.5% |
| Participation rate | 73.3% | 63.2%+10.1pp | 52.5%+20.9pp | 80.3%-7.0pp |
| Annual return | 30.88% | 3004.33%-2973.4pp | 1705.95%-1675.1pp | 550.52%-519.6pp |
| Employer contribution / active EE | $1,367 | $1,380-0.9% | $1,039+31.6% | $4,662-70.7% |
| Participant deferral / active EE | $4,786 | $2,622+82.5% | $1,952+145.2% | $6,690-28.5% |
| Admin fee / account holder | $785 | $3,321-76.4% | $2,822-72.2% | $13,400-94.1% |