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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 | $109,737 | $88,754+23.6% | $81,820+34.1% | $145,877-24.8% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 12.40% | 1031.77%-1019.4pp | 777.93%-765.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,000 | $3,085-35.2% | $2,915-31.4% | $4,663-57.1% |
| Participant deferral / active EE | $9,259 | $4,648+99.2% | $4,323+114.2% | $6,691+38.4% |
| Admin fee / account holder | $14,019 | $8,424+66.4% | $7,391+89.7% | $13,402+4.6% |