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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 | $82,287 | $73,421+12.1% | $66,439+23.9% | $155,188-47.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 11.73% | 1382.37%-1370.6pp | 757.66%-745.9pp | 148.84%-137.1pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,790 | $4,680+23.7% | $3,876+49.4% | $6,531-11.3% |
| Admin fee / account holder | $2,401 | $8,856-72.9% | $6,173-61.1% | $14,480-83.4% |