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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 | $18,121 | $109,905-83.5% | $98,506-81.6% | $167,553-89.2% |
| Participation rate | 86.7% | 75.8%+10.8pp | 73.3%+13.3pp | 82.1%+4.6pp |
| Annual return | 9.34% | 1960.20%-1950.9pp | 1494.92%-1485.6pp | 478.89%-469.5pp |
| Employer contribution / active EE | $1,662 | $3,226-48.5% | $2,961-43.9% | $4,840-65.7% |
| Participant deferral / active EE | $3,323 | $4,674-28.9% | $4,277-22.3% | $6,343-47.6% |
| Admin fee / account holder | $9,430 | $6,760+39.5% | $5,955+58.4% | $12,316-23.4% |