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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 | $38,729 | $57,305-32.4% | $86,640-55.3% | $75,173-48.5% |
| Participation rate | 96.3% | 63.2%+33.1pp | 71.7%+24.6pp | 67.2%+29.1pp |
| Annual return | 30.02% | 2674.24%-2644.2pp | 592.52%-562.5pp | 160.72%-130.7pp |
| Employer contribution / active EE | $6,771 | $2,316+192.3% | $3,024+123.9% | $2,671+153.5% |
| Participant deferral / active EE | $11,469 | $3,320+245.5% | $4,438+158.4% | $4,126+178.0% |
| Admin fee / account holder | $1,597 | $4,116-61.2% | $5,616-71.6% | $5,651-71.7% |