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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 | $87,369 | $150,435-41.9% | $120,580-27.5% | $145,897-40.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 12.68% | 154.60%-141.9pp | 107.48%-94.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $2,908 | $4,352-33.2% | $3,469-16.2% | $4,663-37.6% |
| Participant deferral / active EE | $12,955 | $6,174+109.8% | $4,995+159.3% | $6,689+93.7% |
| Admin fee / account holder | $416 | $12,182-96.6% | $9,418-95.6% | $13,390-96.9% |