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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 | $102,994 | $73,421+40.3% | $66,439+55.0% | $155,188-33.6% |
| Participation rate | 77.8% | 79.7%-1.9pp | 74.5%+3.3pp | 80.8%-3.0pp |
| Annual return | 14.25% | 1382.37%-1368.1pp | 757.66%-743.4pp | 148.84%-134.6pp |
| Employer contribution / active EE | $1,873 | $3,039-38.4% | $2,637-29.0% | $4,248-55.9% |
| Participant deferral / active EE | $6,769 | $4,680+44.6% | $3,876+74.6% | $6,531+3.6% |
| Admin fee / account holder | $3,109 | $8,856-64.9% | $6,173-49.6% | $14,480-78.5% |