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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 | $58,583 | $184,000-68.2% | $162,185-63.9% | $152,909-61.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 70.33% | 150.80%-80.5pp | 115.61%-45.3pp | 345.46%-275.1pp |
| Employer contribution / active EE | $4,853 | $6,370-23.8% | $5,613-13.5% | $4,764+1.9% |
| Participant deferral / active EE | $12,644 | $8,033+57.4% | $7,297+73.3% | $5,851+116.1% |
| Admin fee / account holder | $555 | $13,124-95.8% | $10,844-94.9% | $11,601-95.2% |