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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 | $21,691 | $72,071-69.9% | $68,368-68.3% | $137,256-84.2% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 106.92% | 353.14%-246.2pp | 292.57%-185.7pp | 220.34%-113.4pp |
| Employer contribution / active EE | $2,690 | $2,788-3.5% | $2,649+1.5% | $4,156-35.3% |
| Participant deferral / active EE | $3,892 | $4,410-11.7% | $4,123-5.6% | $6,407-39.2% |
| Admin fee / account holder | $12,340 | $5,336+131.3% | $5,150+139.6% | $12,270+0.6% |