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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 | $52,317 | $102,382-48.9% | $147,005-64.4% | $80,874-35.3% |
| Participation rate | 85.2% | 75.8%+9.3pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 41.58% | 134.89%-93.3pp | 418.76%-377.2pp | 35.62%+6.0pp |
| Employer contribution / active EE | $3,528 | $3,715-5.0% | $4,934-28.5% | $2,756+28.0% |
| Participant deferral / active EE | $10,001 | $6,646+50.5% | $8,070+23.9% | $4,297+132.7% |
| Admin fee / account holder | $1,553 | $7,942-80.4% | $13,006-88.1% | $6,935-77.6% |