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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 | $70,366-69.2% | $66,674-67.5% | $138,895-84.4% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.7%+16.3pp | 79.9%+10.1pp |
| Annual return | 106.92% | 386.41%-279.5pp | 321.24%-214.3pp | 145.39%-38.5pp |
| Employer contribution / active EE | $2,690 | $2,765-2.7% | $2,620+2.7% | $4,194-35.9% |
| Participant deferral / active EE | $3,892 | $4,374-11.0% | $4,084-4.7% | $6,396-39.1% |
| Admin fee / account holder | $12,340 | $5,262+134.5% | $5,098+142.0% | $12,562-1.8% |