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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 | $39,155 | $96,678-59.5% | $86,640-54.8% | $139,466-71.9% |
| Participation rate | 95.0% | 74.4%+20.6pp | 71.7%+23.3pp | 80.3%+14.7pp |
| Annual return | 20.43% | 106.69%-86.3pp | 592.52%-572.1pp | 373.66%-353.2pp |
| Employer contribution / active EE | $2,853 | $3,265-12.6% | $3,024-5.7% | $4,754-40.0% |
| Participant deferral / active EE | $3,277 | $4,837-32.2% | $4,438-26.2% | $6,712-51.2% |
| Admin fee / account holder | $1,396 | $6,410-78.2% | $5,616-75.1% | $11,409-87.8% |