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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 | $86,177 | $73,421+17.4% | $66,439+29.7% | $155,188-44.5% |
| Participation rate | 80.0% | 79.7%+0.3pp | 74.5%+5.5pp | 80.8%-0.8pp |
| Annual return | 10.95% | 1382.37%-1371.4pp | 757.66%-746.7pp | 148.84%-137.9pp |
| Employer contribution / active EE | $1,037 | $3,039-65.9% | $2,637-60.7% | $4,248-75.6% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,365 | $8,856-62.0% | $6,173-45.5% | $14,480-76.8% |