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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 | $79,502 | $99,011-19.7% | $86,582-8.2% | $147,586-46.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.19% | 1312.75%-1297.6pp | 965.08%-949.9pp | 578.59%-563.4pp |
| Employer contribution / active EE | $7,166 | $3,132+128.8% | $2,839+152.4% | $4,876+47.0% |
| Participant deferral / active EE | $5,017 | $3,972+26.3% | $3,609+39.0% | $5,439-7.8% |
| Admin fee / account holder | $2,176 | $5,709-61.9% | $4,904-55.6% | $10,886-80.0% |