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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 | $162,529-61.3% | $130,788-52.0% | $154,746-59.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 140.47% | 510.48%-370.0pp | 386.44%-246.0pp | 172.34%-31.9pp |
| Employer contribution / active EE | $2,998 | $4,447-32.6% | $3,558-15.7% | $4,379-31.5% |
| Participant deferral / active EE | $2,534 | $4,808-47.3% | $4,137-38.8% | $6,730-62.4% |
| Admin fee / account holder | $536 | $7,669-93.0% | $6,673-92.0% | $14,365-96.3% |