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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 | $56,773 | $101,539-44.1% | $147,041-61.4% | $74,400-23.7% |
| Participation rate | 73.0% | 75.5%-2.6pp | 82.2%-9.2pp | 67.2%+5.8pp |
| Annual return | 13.28% | 8740.84%-8727.6pp | 419.21%-405.9pp | 1367.51%-1354.2pp |
| Employer contribution / active EE | $2,476 | $3,811-35.0% | $4,935-49.8% | $2,624-5.7% |
| Participant deferral / active EE | $4,776 | $7,304-34.6% | $8,071-40.8% | $4,348+9.8% |
| Admin fee / account holder | $9,450 | $1,749+440.2% | $13,006-27.3% | $1,944+386.2% |