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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 | $16,553 | $60,128-72.5% | $90,440-81.7% | $79,852-79.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.46% | 71.95%-51.5pp | 1294.38%-1273.9pp | 31.72%-11.3pp |
| Employer contribution / active EE | $3,911 | $2,068+89.1% | $3,263+19.8% | $2,471+58.3% |
| Participant deferral / active EE | $2,879 | $2,939-2.0% | $3,964-27.4% | $3,740-23.0% |
| Admin fee / account holder | $678 | $3,977-83.0% | $5,615-87.9% | $5,306-87.2% |