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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 | $65,691 | $88,710-25.9% | $81,783-19.7% | $145,959-55.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 30.47% | 1027.26%-996.8pp | 775.05%-744.6pp | 561.95%-531.5pp |
| Employer contribution / active EE | $736 | $3,083-76.1% | $2,913-74.7% | $4,661-84.2% |
| Participant deferral / active EE | $4,263 | $4,645-8.2% | $4,320-1.3% | $6,689-36.3% |
| Admin fee / account holder | $2,183 | $8,407-74.0% | $7,380-70.4% | $13,398-83.7% |