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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 | $29,570 | $65,434-54.8% | $98,483-70.0% | $85,847-65.6% |
| Participation rate | 90.0% | 65.0%+25.0pp | 73.3%+16.7pp | 69.3%+20.7pp |
| Annual return | 28.91% | 21.75%+7.2pp | 1494.38%-1465.5pp | 318.61%-289.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,148 | $3,168+31.0% | $4,276-3.0% | $3,952+5.0% |
| Admin fee / account holder | $2,260 | $4,595-50.8% | $5,953-62.0% | $6,261-63.9% |