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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 | $48,819 | $166,268-70.6% | $165,100-70.4% | $145,897-66.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 57.71% | 100.52%-42.8pp | 70.21%-12.5pp | 552.29%-494.6pp |
| Employer contribution / active EE | $3,529 | $5,284-33.2% | $4,348-18.8% | $4,663-24.3% |
| Participant deferral / active EE | $15,012 | $6,964+115.6% | $6,035+148.7% | $6,689+124.4% |
| Admin fee / account holder | $14,131 | $16,659-15.2% | $12,696+11.3% | $13,390+5.5% |