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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 | $59,231 | $81,763-27.6% | $58,561+1.1% | $139,466-57.5% |
| Participation rate | 71.4% | 61.3%+10.1pp | 50.9%+20.6pp | 80.3%-8.9pp |
| Annual return | 10.44% | 7427.77%-7417.3pp | 4251.33%-4240.9pp | 373.66%-363.2pp |
| Employer contribution / active EE | $2,052 | $1,398+46.8% | $1,053+94.8% | $4,754-56.8% |
| Participant deferral / active EE | $6,429 | $2,555+151.6% | $1,923+234.3% | $6,712-4.2% |
| Admin fee / account holder | $2,673 | $3,273-18.4% | $2,520+6.0% | $11,409-76.6% |