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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 | $50,096 | $70,121-28.6% | $63,803-21.5% | $138,895-63.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 17.67% | 946.48%-928.8pp | 543.72%-526.1pp | 145.39%-127.7pp |
| Employer contribution / active EE | $5,028 | $2,882+74.4% | $2,532+98.5% | $4,194+19.9% |
| Participant deferral / active EE | $5,621 | $4,535+23.9% | $3,843+46.3% | $6,396-12.1% |
| Admin fee / account holder | $462 | $6,738-93.1% | $5,196-91.1% | $12,562-96.3% |