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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 | $32,383 | $160,070-79.8% | $147,117-78.0% | $145,897-77.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.41% | 98.69%-79.3pp | 420.54%-401.1pp | 552.29%-532.9pp |
| Employer contribution / active EE | $12,245 | $5,285+131.7% | $4,932+148.3% | $4,663+162.6% |
| Participant deferral / active EE | $26,633 | $8,419+216.3% | $8,065+230.3% | $6,689+298.1% |
| Admin fee / account holder | $1,456 | $15,035-90.3% | $12,993-88.8% | $13,390-89.1% |