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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 | $70,561 | $73,546-4.1% | $63,018+12.0% | $147,586-52.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.07% | 175.56%-163.5pp | 87.62%-75.6pp | 578.59%-566.5pp |
| Employer contribution / active EE | $6,495 | $3,324+95.4% | $2,761+135.3% | $4,876+33.2% |
| Participant deferral / active EE | $5,642 | $4,185+34.8% | $3,330+69.4% | $5,439+3.7% |
| Admin fee / account holder | $7,727 | $5,956+29.7% | $3,601+114.6% | $10,886-29.0% |