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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 | $121,868 | $70,121+73.8% | $63,803+91.0% | $138,895-12.3% |
| Participation rate | 92.9% | 77.2%+15.6pp | 72.7%+20.2pp | 79.9%+12.9pp |
| Annual return | 14.79% | 946.48%-931.7pp | 543.72%-528.9pp | 145.39%-130.6pp |
| Employer contribution / active EE | $2,585 | $2,882-10.3% | $2,532+2.1% | $4,194-38.4% |
| Participant deferral / active EE | $3,154 | $4,535-30.5% | $3,843-17.9% | $6,396-50.7% |
| Admin fee / account holder | $3,830 | $6,738-43.2% | $5,196-26.3% | $12,562-69.5% |