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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 | $48,923 | $57,305-14.6% | $86,640-43.5% | $75,173-34.9% |
| Participation rate | 95.1% | 63.2%+31.9pp | 71.7%+23.4pp | 67.2%+27.9pp |
| Annual return | 17.27% | 2674.24%-2657.0pp | 592.52%-575.3pp | 160.72%-143.5pp |
| Employer contribution / active EE | $3,781 | $2,316+63.2% | $3,024+25.0% | $2,671+41.6% |
| Participant deferral / active EE | $4,926 | $3,320+48.4% | $4,438+11.0% | $4,126+19.4% |
| Admin fee / account holder | $863 | $4,116-79.0% | $5,616-84.6% | $5,651-84.7% |