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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 | $57,278 | $100,938-43.3% | $90,461-36.7% | $158,982-64.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.94% | 1727.20%-1721.3pp | 1294.76%-1288.8pp | 302.99%-297.0pp |
| Employer contribution / active EE | $3,185 | $3,691-13.7% | $3,264-2.4% | $4,763-33.1% |
| Participant deferral / active EE | $11,100 | $4,350+155.2% | $3,964+180.0% | $5,983+85.5% |
| Admin fee / account holder | $687 | $6,510-89.4% | $5,617-87.8% | $11,252-93.9% |