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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 | $56,846 | $149,040-61.9% | $120,225-52.7% | $137,256-58.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 26.08% | 605.68%-579.6pp | 439.23%-413.1pp | 220.34%-194.3pp |
| Employer contribution / active EE | $5,101 | $4,350+17.3% | $3,475+46.8% | $4,156+22.7% |
| Participant deferral / active EE | $3,237 | $4,655-30.5% | $3,999-19.1% | $6,407-49.5% |
| Admin fee / account holder | $720 | $6,348-88.7% | $5,696-87.4% | $12,270-94.1% |