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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 | $55,417 | $100,938-45.1% | $90,461-38.7% | $158,982-65.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.72% | 1727.20%-1709.5pp | 1294.76%-1277.0pp | 302.99%-285.3pp |
| Employer contribution / active EE | $3,339 | $3,691-9.5% | $3,264+2.3% | $4,763-29.9% |
| Participant deferral / active EE | $4,050 | $4,350-6.9% | $3,964+2.2% | $5,983-32.3% |
| Admin fee / account holder | $8,438 | $6,510+29.6% | $5,617+50.2% | $11,252-25.0% |