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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 | $8,579 | $76,519-88.8% | $56,025-84.7% | $145,897-94.1% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 14.17% | 3017.03%-3002.9pp | 1712.69%-1698.5pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,262 | $1,383-8.8% | $1,042+21.2% | $4,663-72.9% |
| Participant deferral / active EE | $1,465 | $2,624-44.2% | $1,955-25.0% | $6,689-78.1% |
| Admin fee / account holder | $540 | $3,331-83.8% | $2,828-80.9% | $13,390-96.0% |