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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 | $130,155 | $105,210+23.7% | $159,487-18.4% | $85,851+51.6% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.8%+11.4pp | 69.3%+24.9pp |
| Annual return | 69.70% | 45.08%+24.6pp | 263.71%-194.0pp | 318.63%-248.9pp |
| Employer contribution / active EE | $7,682 | $3,319+131.5% | $4,831+59.0% | $2,565+199.5% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,500 | $6,934-49.5% | $10,804-67.6% | $6,261-44.1% |