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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 | $110,679 | $106,008+4.4% | $92,240+20.0% | $147,586-25.0% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 14.37% | 50.05%-35.7pp | 176.29%-161.9pp | 578.59%-564.2pp |
| Employer contribution / active EE | $1,876 | $4,333-56.7% | $3,680-49.0% | $4,876-61.5% |
| Participant deferral / active EE | $5,570 | $4,478+24.4% | $3,897+42.9% | $5,439+2.4% |
| Admin fee / account holder | $4,326 | $6,333-31.7% | $5,194-16.7% | $10,886-60.3% |