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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 | $88,710-36.6% | $81,783-31.2% | $145,959-61.5% |
| Participation rate | 87.0% | 75.0%+11.9pp | 72.4%+14.6pp | 80.3%+6.7pp |
| Annual return | 17.88% | 1027.26%-1009.4pp | 775.05%-757.2pp | 561.95%-544.1pp |
| Employer contribution / active EE | $4,533 | $3,083+47.0% | $2,913+55.6% | $4,661-2.7% |
| Participant deferral / active EE | $6,631 | $4,645+42.8% | $4,320+53.5% | $6,689-0.9% |
| Admin fee / account holder | $2,656 | $8,407-68.4% | $7,380-64.0% | $13,398-80.2% |