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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 | $21,958 | $162,529-86.5% | $130,788-83.2% | $154,746-85.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 52.31% | 510.48%-458.2pp | 386.44%-334.1pp | 172.34%-120.0pp |
| Employer contribution / active EE | $1,644 | $4,447-63.0% | $3,558-53.8% | $4,379-62.5% |
| Participant deferral / active EE | $3,441 | $4,808-28.4% | $4,137-16.8% | $6,730-48.9% |
| Admin fee / account holder | $374 | $7,669-95.1% | $6,673-94.4% | $14,365-97.4% |