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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 | $36,440 | $102,393-64.4% | $147,041-75.2% | $80,911-55.0% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 47.67% | 134.95%-87.3pp | 419.21%-371.5pp | 35.63%+12.0pp |
| Employer contribution / active EE | $2,159 | $3,715-41.9% | $4,935-56.2% | $2,756-21.6% |
| Participant deferral / active EE | $4,354 | $6,647-34.5% | $8,071-46.0% | $4,297+1.3% |
| Admin fee / account holder | $308 | $7,943-96.1% | $13,006-97.6% | $6,935-95.6% |