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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 | $24,335 | $99,011-75.4% | $86,582-71.9% | $147,586-83.5% |
| Participation rate | 94.4% | 76.3%+18.1pp | 73.5%+20.9pp | 82.8%+11.6pp |
| Annual return | 15.84% | 1312.75%-1296.9pp | 965.08%-949.2pp | 578.59%-562.8pp |
| Employer contribution / active EE | $552 | $3,132-82.4% | $2,839-80.6% | $4,876-88.7% |
| Participant deferral / active EE | $1,603 | $3,972-59.6% | $3,609-55.6% | $5,439-70.5% |
| Admin fee / account holder | $943 | $5,709-83.5% | $4,904-80.8% | $10,886-91.3% |