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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 | $48,870 | $99,011-50.6% | $86,582-43.6% | $147,586-66.9% |
| Participation rate | 87.0% | 76.3%+10.6pp | 73.5%+13.4pp | 82.8%+4.1pp |
| Annual return | 17.29% | 1312.75%-1295.5pp | 965.08%-947.8pp | 578.59%-561.3pp |
| Employer contribution / active EE | $3,804 | $3,132+21.4% | $2,839+34.0% | $4,876-22.0% |
| Participant deferral / active EE | $1,604 | $3,972-59.6% | $3,609-55.5% | $5,439-70.5% |
| Admin fee / account holder | $2,863 | $5,709-49.8% | $4,904-41.6% | $10,886-73.7% |