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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 | $25,124 | $73,546-65.8% | $63,018-60.1% | $147,586-83.0% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.8%+16.9pp | 82.8%+8.8pp |
| Annual return | 22.31% | 175.56%-153.3pp | 87.62%-65.3pp | 578.59%-556.3pp |
| Employer contribution / active EE | $11,312 | $3,324+240.3% | $2,761+309.8% | $4,876+132.0% |
| Participant deferral / active EE | $9,163 | $4,185+119.0% | $3,330+175.2% | $5,439+68.5% |
| Admin fee / account holder | $6,414 | $5,956+7.7% | $3,601+78.1% | $10,886-41.1% |