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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 | $56,157 | $46,599+20.5% | $64,101-12.4% | $75,173-25.3% |
| Participation rate | 96.3% | 65.9%+30.4pp | 72.3%+24.0pp | 67.2%+29.1pp |
| Annual return | 99.38% | 26.06%+73.3pp | 33.72%+65.7pp | 160.72%-61.3pp |
| Employer contribution / active EE | $4,070 | $1,975+106.1% | $2,749+48.1% | $2,671+52.4% |
| Participant deferral / active EE | $15,194 | $2,837+435.6% | $3,881+291.5% | $4,126+268.2% |
| Admin fee / account holder | $570 | $2,956-80.7% | $3,070-81.4% | $5,651-89.9% |