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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 | $21,128 | $96,419-78.1% | $80,648-73.8% | $139,487-84.9% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 16.97% | 1352.86%-1335.9pp | 937.21%-920.2pp | 373.84%-356.9pp |
| Employer contribution / active EE | $2,571 | $3,261-21.2% | $2,724-5.6% | $4,755-45.9% |
| Participant deferral / active EE | $5,266 | $5,225+0.8% | $4,443+18.5% | $6,713-21.6% |
| Admin fee / account holder | $1,434 | $6,605-78.3% | $5,382-73.4% | $11,407-87.4% |