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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 | $114,482 | $73,546+55.7% | $63,018+81.7% | $147,586-22.4% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.8%+9.8pp | 82.8%+1.8pp |
| Annual return | 10.50% | 175.56%-165.1pp | 87.62%-77.1pp | 578.59%-568.1pp |
| Employer contribution / active EE | $2,708 | $3,324-18.5% | $2,761-1.9% | $4,876-44.5% |
| Participant deferral / active EE | $6,027 | $4,185+44.0% | $3,330+81.0% | $5,439+10.8% |
| Admin fee / account holder | $430 | $5,956-92.8% | $3,601-88.1% | $10,886-96.0% |