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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 | $72,900 | $88,754-17.9% | $81,820-10.9% | $145,877-50.0% |
| Participation rate | 78.6% | 75.1%+3.5pp | 72.4%+6.2pp | 80.3%-1.7pp |
| Annual return | 17.09% | 1031.77%-1014.7pp | 777.93%-760.8pp | 551.28%-534.2pp |
| Employer contribution / active EE | $2,556 | $3,085-17.2% | $2,915-12.3% | $4,663-45.2% |
| Participant deferral / active EE | $9,138 | $4,648+96.6% | $4,323+111.4% | $6,691+36.6% |
| Admin fee / account holder | $4,309 | $8,424-48.8% | $7,391-41.7% | $13,402-67.8% |