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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 | $61,285 | $99,031-38.1% | $86,597-29.2% | $147,585-58.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.45% | 1312.56%-1293.1pp | 964.96%-945.5pp | 578.57%-559.1pp |
| Employer contribution / active EE | $928 | $3,132-70.4% | $2,840-67.3% | $4,876-81.0% |
| Participant deferral / active EE | $2,375 | $3,972-40.2% | $3,609-34.2% | $5,439-56.3% |
| Admin fee / account holder | $12,220 | $5,711+114.0% | $4,906+149.1% | $10,885+12.3% |