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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 | $54,704 | $88,754-38.4% | $81,820-33.1% | $145,877-62.5% |
| Participation rate | 78.6% | 75.1%+3.5pp | 72.4%+6.2pp | 80.3%-1.7pp |
| Annual return | 16.00% | 1031.77%-1015.8pp | 777.93%-761.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $2,191 | $3,085-29.0% | $2,915-24.8% | $4,663-53.0% |
| Participant deferral / active EE | $3,822 | $4,648-17.8% | $4,323-11.6% | $6,691-42.9% |
| Admin fee / account holder | $3,537 | $8,424-58.0% | $7,391-52.1% | $13,402-73.6% |