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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 | $71,491 | $100,938-29.2% | $90,461-21.0% | $158,982-55.0% |
| Participation rate | 95.5% | 75.0%+20.4pp | 72.7%+22.8pp | 82.0%+13.5pp |
| Annual return | 16.48% | 1727.20%-1710.7pp | 1294.76%-1278.3pp | 302.99%-286.5pp |
| Employer contribution / active EE | $2,705 | $3,691-26.7% | $3,264-17.1% | $4,763-43.2% |
| Participant deferral / active EE | $5,493 | $4,350+26.3% | $3,964+38.6% | $5,983-8.2% |
| Admin fee / account holder | $1,524 | $6,510-76.6% | $5,617-72.9% | $11,252-86.5% |