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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 | $50,096 | $76,368-34.4% | $67,681-26.0% | $154,746-67.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 17.67% | 1066.77%-1049.1pp | 590.58%-572.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $5,028 | $3,151+59.5% | $2,678+87.7% | $4,379+14.8% |
| Participant deferral / active EE | $5,621 | $4,824+16.5% | $3,976+41.4% | $6,730-16.5% |
| Admin fee / account holder | $462 | $8,559-94.6% | $6,100-92.4% | $14,365-96.8% |