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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 | $60,561 | $88,710-31.7% | $81,783-25.9% | $145,959-58.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.11% | 1027.26%-1012.1pp | 775.05%-759.9pp | 561.95%-546.8pp |
| Employer contribution / active EE | $4,057 | $3,083+31.6% | $2,913+39.3% | $4,661-12.9% |
| Participant deferral / active EE | $1,491 | $4,645-67.9% | $4,320-65.5% | $6,689-77.7% |
| Admin fee / account holder | $5,168 | $8,407-38.5% | $7,380-30.0% | $13,398-61.4% |