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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 | $100,051 | $100,895-0.8% | $90,430+10.6% | $158,950-37.1% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 25.93% | 1725.54%-1699.6pp | 1293.73%-1267.8pp | 302.91%-277.0pp |
| Employer contribution / active EE | $2,427 | $3,689-34.2% | $3,262-25.6% | $4,762-49.0% |
| Participant deferral / active EE | $3,965 | $4,347-8.8% | $3,963+0.1% | $5,983-33.7% |
| Admin fee / account holder | $805 | $6,505-87.6% | $5,613-85.7% | $11,248-92.8% |