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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 | $26,621 | $96,678-72.5% | $86,640-69.3% | $139,466-80.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.57% | 106.69%-83.1pp | 592.52%-568.9pp | 373.66%-350.1pp |
| Employer contribution / active EE | $4,141 | $3,265+26.8% | $3,024+36.9% | $4,754-12.9% |
| Participant deferral / active EE | $5,400 | $4,837+11.6% | $4,438+21.7% | $6,712-19.5% |
| Admin fee / account holder | $2,667 | $6,410-58.4% | $5,616-52.5% | $11,409-76.6% |