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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 | $67,895 | $58,391+16.3% | $76,667-11.4% | $72,976-7.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 16.98% | 2306.65%-2289.7pp | 1166.74%-1149.8pp | 81.02%-64.0pp |
| Employer contribution / active EE | $2,020 | $1,787+13.0% | $2,303-12.3% | $2,440-17.2% |
| Participant deferral / active EE | $1,931 | $2,690-28.2% | $3,336-42.1% | $3,608-46.5% |
| Admin fee / account holder | $17,659 | $4,014+339.9% | $6,423+174.9% | $5,124+244.6% |