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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 | $89,751 | $73,518+22.1% | $63,003+42.5% | $147,585-39.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.83% | 175.46%-163.6pp | 87.59%-75.8pp | 578.57%-566.7pp |
| Employer contribution / active EE | $2,905 | $3,322-12.5% | $2,760+5.3% | $4,876-40.4% |
| Participant deferral / active EE | $5,448 | $4,183+30.2% | $3,329+63.6% | $5,439+0.2% |
| Admin fee / account holder | $1,428 | $5,952-76.0% | $3,600-60.3% | $10,885-86.9% |