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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 | $33,730 | $106,005-68.2% | $92,239-63.4% | $147,585-77.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.39% | 50.05%-34.7pp | 176.29%-160.9pp | 578.58%-563.2pp |
| Employer contribution / active EE | $1,183 | $4,333-72.7% | $3,680-67.9% | $4,876-75.7% |
| Participant deferral / active EE | $4,683 | $4,478+4.6% | $3,897+20.2% | $5,439-13.9% |
| Admin fee / account holder | $339 | $6,333-94.7% | $5,194-93.5% | $10,886-96.9% |