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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 | $33,782 | $60,128-43.8% | $90,440-62.6% | $79,852-57.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.93% | 71.95%-53.0pp | 1294.38%-1275.4pp | 31.72%-12.8pp |
| Employer contribution / active EE | $2,397 | $2,068+15.9% | $3,263-26.5% | $2,471-3.0% |
| Participant deferral / active EE | $6,325 | $2,939+115.2% | $3,964+59.6% | $3,740+69.1% |
| Admin fee / account holder | $2,603 | $3,977-34.6% | $5,615-53.6% | $5,306-50.9% |