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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 | $85,482 | $99,011-13.7% | $86,582-1.3% | $147,586-42.1% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 20.08% | 1312.75%-1292.7pp | 965.08%-945.0pp | 578.59%-558.5pp |
| Employer contribution / active EE | $3,850 | $3,132+22.9% | $2,839+35.6% | $4,876-21.0% |
| Participant deferral / active EE | $5,691 | $3,972+43.3% | $3,609+57.7% | $5,439+4.6% |
| Admin fee / account holder | $525 | $5,709-90.8% | $4,904-89.3% | $10,886-95.2% |