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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 | $48,623 | $149,040-67.4% | $120,225-59.6% | $137,256-64.6% |
| Participation rate | 85.7% | 75.4%+10.3pp | 69.6%+16.1pp | 80.0%+5.8pp |
| Annual return | 20.25% | 605.68%-585.4pp | 439.23%-419.0pp | 220.34%-200.1pp |
| Employer contribution / active EE | $11,902 | $4,350+173.6% | $3,475+242.5% | $4,156+186.4% |
| Participant deferral / active EE | $725 | $4,655-84.4% | $3,999-81.9% | $6,407-88.7% |
| Admin fee / account holder | $2,482 | $6,348-60.9% | $5,696-56.4% | $12,270-79.8% |