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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 | $99,011-16.3% | $86,582-4.3% | $147,586-43.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.14% | 1312.75%-1294.6pp | 965.08%-946.9pp | 578.59%-560.5pp |
| 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 | $5,709-6.7% | $4,904+8.6% | $10,886-51.1% |