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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 | $69,910 | $88,754-21.2% | $81,820-14.6% | $145,877-52.1% |
| Participation rate | 95.5% | 75.1%+20.4pp | 72.4%+23.1pp | 80.3%+15.2pp |
| Annual return | 9.69% | 1031.77%-1022.1pp | 777.93%-768.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $2,386 | $3,085-22.7% | $2,915-18.1% | $4,663-48.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $450 | $8,424-94.7% | $7,391-93.9% | $13,402-96.6% |