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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 | $63,384 | $88,754-28.6% | $81,820-22.5% | $145,877-56.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.93% | 1031.77%-1017.8pp | 777.93%-764.0pp | 551.28%-537.3pp |
| Employer contribution / active EE | $9,488 | $3,085+207.5% | $2,915+225.5% | $4,663+103.5% |
| Participant deferral / active EE | $7,992 | $4,648+72.0% | $4,323+84.9% | $6,691+19.5% |
| Admin fee / account holder | $12,561 | $8,424+49.1% | $7,391+70.0% | $13,402-6.3% |