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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 | $198,949 | $112,099+77.5% | $95,954+107.3% | $158,931+25.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.74% | 171.12%-162.4pp | 91.62%-82.9pp | 302.86%-294.1pp |
| Employer contribution / active EE | $2,455 | $3,198-23.2% | $2,541-3.4% | $4,761-48.4% |
| Participant deferral / active EE | $5,643 | $4,784+18.0% | $4,167+35.4% | $5,982-5.7% |
| Admin fee / account holder | $1,445 | $10,132-85.7% | $6,796-78.7% | $11,247-87.2% |