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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 | $83,689 | $60,119+39.2% | $90,430-7.5% | $79,858+4.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.52% | 71.94%-60.4pp | 1293.73%-1282.2pp | 31.72%-20.2pp |
| Employer contribution / active EE | $7,353 | $2,068+255.6% | $3,262+125.4% | $2,471+197.6% |
| Participant deferral / active EE | $3,588 | $2,938+22.1% | $3,963-9.5% | $3,740-4.1% |
| Admin fee / account holder | $3,437 | $3,976-13.6% | $5,613-38.8% | $5,306-35.2% |