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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 | $158,409 | $95,979+65.0% | $74,551+112.5% | $135,380+17.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.17% | 56.97%-61.1pp | 32.53%-36.7pp | 519.81%-524.0pp |
| Employer contribution / active EE | $3,690 | $2,716+35.9% | $1,961+88.2% | $4,779-22.8% |
| Participant deferral / active EE | $10,571 | $3,844+175.0% | $3,108+240.1% | $5,609+88.5% |
| Admin fee / account holder | $1,803 | $6,522-72.4% | $5,059-64.4% | $10,828-83.3% |