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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 | $62,838 | $167,030-62.4% | $135,768-53.7% | $155,188-59.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 140.47% | 678.39%-537.9pp | 526.10%-385.6pp | 148.84%-8.4pp |
| Employer contribution / active EE | $2,998 | $4,132-27.4% | $3,394-11.7% | $4,248-29.4% |
| Participant deferral / active EE | $2,534 | $4,528-44.0% | $3,977-36.3% | $6,531-61.2% |
| Admin fee / account holder | $536 | $8,172-93.4% | $7,048-92.4% | $14,480-96.3% |