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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 | $69,538 | $106,008-34.4% | $92,240-24.6% | $147,586-52.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.70% | 50.05%-25.3pp | 176.29%-151.6pp | 578.59%-553.9pp |
| Employer contribution / active EE | $1,013 | $4,333-76.6% | $3,680-72.5% | $4,876-79.2% |
| Participant deferral / active EE | $2,381 | $4,478-46.8% | $3,897-38.9% | $5,439-56.2% |
| Admin fee / account holder | $300 | $6,333-95.3% | $5,194-94.2% | $10,886-97.2% |