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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 | $34,373 | $102,422-66.4% | $147,117-76.6% | $80,959-57.5% |
| Participation rate | 88.6% | 75.9%+12.7pp | 82.2%+6.4pp | 67.7%+20.9pp |
| Annual return | 138.49% | 135.16%+3.3pp | 420.54%-282.0pp | 35.67%+102.8pp |
| Employer contribution / active EE | $2,116 | $3,717-43.1% | $4,932-57.1% | $2,757-23.3% |
| Participant deferral / active EE | $5,814 | $6,652-12.6% | $8,065-27.9% | $4,300+35.2% |
| Admin fee / account holder | $801 | $7,953-89.9% | $12,993-93.8% | $6,925-88.4% |