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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 | $92,845 | $100,938-8.0% | $90,461+2.6% | $158,982-41.6% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 43.11% | 1727.20%-1684.1pp | 1294.76%-1251.7pp | 302.99%-259.9pp |
| Employer contribution / active EE | $3,382 | $3,691-8.4% | $3,264+3.6% | $4,763-29.0% |
| Participant deferral / active EE | $5,860 | $4,350+34.7% | $3,964+47.8% | $5,983-2.1% |
| Admin fee / account holder | $3,478 | $6,510-46.6% | $5,617-38.1% | $11,252-69.1% |