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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 | $67,440 | $106,008-36.4% | $92,240-26.9% | $147,586-54.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.10% | 50.05%-31.0pp | 176.29%-157.2pp | 578.59%-559.5pp |
| Employer contribution / active EE | $1,646 | $4,333-62.0% | $3,680-55.3% | $4,876-66.3% |
| Participant deferral / active EE | $6,654 | $4,478+48.6% | $3,897+70.7% | $5,439+22.3% |
| Admin fee / account holder | $578 | $6,333-90.9% | $5,194-88.9% | $10,886-94.7% |