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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 | $64,335 | $44,850+43.4% | $60,547+6.3% | $59,633+7.9% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | 3.38% | 1074.14%-1070.8pp | 335.64%-332.3pp | 2041.45%-2038.1pp |
| Employer contribution / active EE | $2,808 | $1,462+92.1% | $2,419+16.1% | $2,203+27.5% |
| Participant deferral / active EE | $2,081 | $2,230-6.7% | $3,328-37.5% | $3,192-34.8% |
| Admin fee / account holder | $6,238 | $3,635+71.6% | $4,536+37.5% | $4,297+45.2% |