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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 | $235,137 | $106,008+121.8% | $92,240+154.9% | $147,586+59.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 13.37% | 50.05%-36.7pp | 176.29%-162.9pp | 578.59%-565.2pp |
| Employer contribution / active EE | $14,702 | $4,333+239.3% | $3,680+299.6% | $4,876+201.5% |
| Participant deferral / active EE | $1,172 | $4,478-73.8% | $3,897-69.9% | $5,439-78.4% |
| Admin fee / account holder | $44,116 | $6,333+596.6% | $5,194+749.4% | $10,886+305.3% |