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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 | $47,055 | $109,863-57.2% | $98,477-52.2% | $167,518-71.9% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 11.39% | 1958.09%-1946.7pp | 1493.59%-1482.2pp | 478.71%-467.3pp |
| Employer contribution / active EE | $573 | $3,225-82.2% | $2,961-80.7% | $4,838-88.2% |
| Participant deferral / active EE | $2,607 | $4,673-44.2% | $4,276-39.0% | $6,342-58.9% |
| Admin fee / account holder | $1,347 | $6,755-80.1% | $5,951-77.4% | $12,312-89.1% |