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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 | $23,076 | $106,008-78.2% | $92,240-75.0% | $147,586-84.4% |
| Participation rate | 78.3% | 80.4%-2.2pp | 76.5%+1.8pp | 82.8%-4.6pp |
| Annual return | 16.12% | 50.05%-33.9pp | 176.29%-160.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $8,545 | $4,333+97.2% | $3,680+132.2% | $4,876+75.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,166 | $6,333-65.8% | $5,194-58.3% | $10,886-80.1% |