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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 | $74,825 | $68,097+9.9% | $62,929+18.9% | $137,256-45.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.38% | 1859.11%-1843.7pp | 1063.93%-1048.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $530 | $2,811-81.2% | $2,505-78.9% | $4,156-87.3% |
| Participant deferral / active EE | $1,059 | $4,553-76.7% | $3,888-72.8% | $6,407-83.5% |
| Admin fee / account holder | $2,452 | $6,521-62.4% | $5,065-51.6% | $12,270-80.0% |