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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 | $38,160 | $99,011-61.5% | $86,582-55.9% | $147,586-74.1% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 14.30% | 1312.75%-1298.5pp | 965.08%-950.8pp | 578.59%-564.3pp |
| Employer contribution / active EE | $2,631 | $3,132-16.0% | $2,839-7.3% | $4,876-46.0% |
| Participant deferral / active EE | $4,671 | $3,972+17.6% | $3,609+29.4% | $5,439-14.1% |
| Admin fee / account holder | $6,179 | $5,709+8.2% | $4,904+26.0% | $10,886-43.2% |