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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 | $89,044 | $102,595-13.2% | $94,057-5.3% | $154,746-42.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.92% | 583.42%-566.5pp | 480.62%-463.7pp | 172.34%-155.4pp |
| Employer contribution / active EE | $7,600 | $3,147+141.5% | $2,933+159.1% | $4,379+73.5% |
| Participant deferral / active EE | $11,839 | $5,118+131.3% | $4,709+151.4% | $6,730+75.9% |
| Admin fee / account holder | $413 | $7,736-94.7% | $7,244-94.3% | $14,365-97.1% |