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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 | $21,165 | $106,008-80.0% | $92,240-77.1% | $147,586-85.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.08% | 50.05%-31.0pp | 176.29%-157.2pp | 578.59%-559.5pp |
| Employer contribution / active EE | $4,660 | $4,333+7.5% | $3,680+26.6% | $4,876-4.4% |
| Participant deferral / active EE | $3,876 | $4,478-13.5% | $3,897-0.5% | $5,439-28.7% |
| Admin fee / account holder | $1,176 | $6,333-81.4% | $5,194-77.4% | $10,886-89.2% |