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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 | $81,611 | $99,011-17.6% | $86,582-5.7% | $147,586-44.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.83% | 1312.75%-1296.9pp | 965.08%-949.2pp | 578.59%-562.8pp |
| Employer contribution / active EE | $1,417 | $3,132-54.8% | $2,839-50.1% | $4,876-71.0% |
| Participant deferral / active EE | $688 | $3,972-82.7% | $3,609-80.9% | $5,439-87.4% |
| Admin fee / account holder | $1,730 | $5,709-69.7% | $4,904-64.7% | $10,886-84.1% |