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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 | $82,826 | $99,017-16.4% | $86,587-4.3% | $147,585-43.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.14% | 1312.37%-1294.2pp | 964.86%-946.7pp | 578.56%-560.4pp |
| Employer contribution / active EE | $2,699 | $3,132-13.8% | $2,839-4.9% | $4,876-44.7% |
| Participant deferral / active EE | $2,709 | $3,972-31.8% | $3,609-24.9% | $5,439-50.2% |
| Admin fee / account holder | $5,327 | $5,710-6.7% | $4,906+8.6% | $10,885-51.1% |