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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 | $42,021 | $180,459-76.7% | $154,108-72.7% | $135,380-69.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 51.57% | 888.21%-836.6pp | 735.21%-683.6pp | 519.81%-468.2pp |
| Employer contribution / active EE | $2,837 | $6,035-53.0% | $5,298-46.4% | $4,779-40.6% |
| Participant deferral / active EE | $10,655 | $5,806+83.5% | $5,081+109.7% | $5,609+90.0% |
| Admin fee / account holder | $3,805 | $16,145-76.4% | $13,411-71.6% | $10,828-64.9% |