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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 | $82,939 | $176,688-53.1% | $130,660-36.5% | $152,897-45.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 21.85% | 2693.08%-2671.2pp | 1709.29%-1687.4pp | 345.43%-323.6pp |
| Employer contribution / active EE | $2,463 | $5,743-57.1% | $4,092-39.8% | $4,764-48.3% |
| Participant deferral / active EE | $3,346 | $4,362-23.3% | $3,603-7.1% | $5,851-42.8% |
| Admin fee / account holder | $15,225 | $7,131+113.5% | $5,463+178.7% | $11,599+31.3% |