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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 | $74,791 | $100,938-25.9% | $90,461-17.3% | $158,982-53.0% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 20.41% | 1727.20%-1706.8pp | 1294.76%-1274.4pp | 302.99%-282.6pp |
| Employer contribution / active EE | $1,670 | $3,691-54.8% | $3,264-48.8% | $4,763-64.9% |
| Participant deferral / active EE | $3,609 | $4,350-17.0% | $3,964-9.0% | $5,983-39.7% |
| Admin fee / account holder | $434 | $6,510-93.3% | $5,617-92.3% | $11,252-96.1% |