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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 | $67,236 | $88,754-24.2% | $81,820-17.8% | $145,877-53.9% |
| Participation rate | 94.7% | 75.1%+19.7pp | 72.4%+22.4pp | 80.3%+14.4pp |
| Annual return | 13.35% | 1031.77%-1018.4pp | 777.93%-764.6pp | 551.28%-537.9pp |
| Employer contribution / active EE | $4,000 | $3,085+29.6% | $2,915+37.2% | $4,663-14.2% |
| Participant deferral / active EE | $5,274 | $4,648+13.5% | $4,323+22.0% | $6,691-21.2% |
| Admin fee / account holder | $3,277 | $8,424-61.1% | $7,391-55.7% | $13,402-75.5% |