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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 | $72,481 | $68,097+6.4% | $62,929+15.2% | $137,256-47.2% |
| Participation rate | 78.3% | 77.4%+0.8pp | 73.1%+5.1pp | 80.0%-1.7pp |
| Annual return | 12.15% | 1859.11%-1847.0pp | 1063.93%-1051.8pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,748 | $4,553-17.7% | $3,888-3.6% | $6,407-41.5% |
| Admin fee / account holder | $2,013 | $6,521-69.1% | $5,065-60.3% | $12,270-83.6% |