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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 | $48,915 | $76,634-36.2% | $56,054-12.7% | $145,978-66.5% |
| Participation rate | 78.6% | 63.2%+15.3pp | 52.5%+26.1pp | 80.3%-1.7pp |
| Annual return | 11.77% | 3004.33%-2992.6pp | 1705.95%-1694.2pp | 550.52%-538.7pp |
| Employer contribution / active EE | $2,636 | $1,380+91.0% | $1,039+153.7% | $4,662-43.5% |
| Participant deferral / active EE | $8,332 | $2,622+217.7% | $1,952+326.8% | $6,690+24.6% |
| Admin fee / account holder | $689 | $3,321-79.3% | $2,822-75.6% | $13,400-94.9% |