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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 | $178,066 | $106,008+68.0% | $92,240+93.0% | $147,586+20.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.31% | 50.05%-38.7pp | 176.29%-165.0pp | 578.59%-567.3pp |
| Employer contribution / active EE | $871 | $4,333-79.9% | $3,680-76.3% | $4,876-82.1% |
| Participant deferral / active EE | $9,538 | $4,478+113.0% | $3,897+144.8% | $5,439+75.4% |
| Admin fee / account holder | $1,879 | $6,333-70.3% | $5,194-63.8% | $10,886-82.7% |