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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 | $56,250 | $88,815-36.7% | $81,882-31.3% | $145,897-61.4% |
| Participation rate | 87.0% | 75.1%+11.9pp | 72.4%+14.6pp | 80.3%+6.7pp |
| Annual return | 17.88% | 1033.75%-1015.9pp | 779.47%-761.6pp | 552.29%-534.4pp |
| Employer contribution / active EE | $4,533 | $3,086+46.9% | $2,916+55.5% | $4,663-2.8% |
| Participant deferral / active EE | $6,631 | $4,647+42.7% | $4,323+53.4% | $6,689-0.9% |
| Admin fee / account holder | $2,656 | $8,434-68.5% | $7,360-63.9% | $13,390-80.2% |