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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 | $33,570 | $100,911-66.7% | $90,440-62.9% | $158,966-78.9% |
| Participation rate | 95.8% | 75.0%+20.8pp | 72.7%+23.1pp | 82.0%+13.9pp |
| Annual return | 15.82% | 1726.62%-1710.8pp | 1294.38%-1278.6pp | 302.95%-287.1pp |
| Employer contribution / active EE | $4,213 | $3,690+14.2% | $3,263+29.1% | $4,762-11.5% |
| Participant deferral / active EE | $1,024 | $4,348-76.5% | $3,964-74.2% | $5,983-82.9% |
| Admin fee / account holder | $2,128 | $6,507-67.3% | $5,615-62.1% | $11,250-81.1% |