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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 | $78,854 | $73,546+7.2% | $63,018+25.1% | $147,586-46.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.80% | 175.56%-158.8pp | 87.62%-70.8pp | 578.59%-561.8pp |
| Employer contribution / active EE | $2,784 | $3,324-16.3% | $2,761+0.8% | $4,876-42.9% |
| Participant deferral / active EE | $5,567 | $4,185+33.0% | $3,330+67.2% | $5,439+2.4% |
| Admin fee / account holder | $946 | $5,956-84.1% | $3,601-73.7% | $10,886-91.3% |