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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 | $56,602 | $106,005-46.6% | $92,239-38.6% | $147,585-61.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.51% | 50.05%-32.5pp | 176.29%-158.8pp | 578.58%-561.1pp |
| Employer contribution / active EE | $1,851 | $4,333-57.3% | $3,680-49.7% | $4,876-62.0% |
| Participant deferral / active EE | $4,065 | $4,478-9.2% | $3,897+4.3% | $5,439-25.3% |
| Admin fee / account holder | $1,060 | $6,333-83.3% | $5,194-79.6% | $10,886-90.3% |