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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 | $67,618 | $144,130-53.1% | $117,861-42.6% | $147,586-54.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.93% | 531.20%-510.3pp | 335.11%-314.2pp | 578.59%-557.7pp |
| Employer contribution / active EE | $1,597 | $4,897-67.4% | $3,786-57.8% | $4,876-67.3% |
| Participant deferral / active EE | $1,769 | $5,316-66.7% | $4,482-60.5% | $5,439-67.5% |
| Admin fee / account holder | $2,119 | $10,887-80.5% | $8,021-73.6% | $10,886-80.5% |