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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 | $93,923 | $106,008-11.4% | $92,240+1.8% | $147,586-36.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.43% | 50.05%-34.6pp | 176.29%-160.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $5,101 | $4,333+17.7% | $3,680+38.6% | $4,876+4.6% |
| Participant deferral / active EE | $8,205 | $4,478+83.2% | $3,897+110.5% | $5,439+50.9% |
| Admin fee / account holder | $4,023 | $6,333-36.5% | $5,194-22.5% | $10,886-63.0% |