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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 | $62,456 | $88,778-29.6% | $81,844-23.7% | $145,884-57.2% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 20.01% | 1033.03%-1013.0pp | 778.87%-758.9pp | 551.85%-531.8pp |
| Employer contribution / active EE | $2,856 | $3,087-7.5% | $2,916-2.1% | $4,662-38.7% |
| Participant deferral / active EE | $11,569 | $4,648+148.9% | $4,323+167.6% | $6,690+72.9% |
| Admin fee / account holder | $397 | $8,430-95.3% | $7,355-94.6% | $13,392-97.0% |