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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 | $67,756 | $73,421-7.7% | $66,439+2.0% | $155,188-56.3% |
| Participation rate | 92.3% | 79.7%+12.6pp | 74.5%+17.8pp | 80.8%+11.5pp |
| Annual return | 12.25% | 1382.37%-1370.1pp | 757.66%-745.4pp | 148.84%-136.6pp |
| Employer contribution / active EE | $1,943 | $3,039-36.1% | $2,637-26.3% | $4,248-54.3% |
| Participant deferral / active EE | $2,351 | $4,680-49.8% | $3,876-39.4% | $6,531-64.0% |
| Admin fee / account holder | $2,370 | $8,856-73.2% | $6,173-61.6% | $14,480-83.6% |