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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 | $21,900 | $96,643-77.3% | $86,617-74.7% | $139,456-84.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.53% | 106.57%-88.0pp | 591.91%-573.4pp | 373.45%-354.9pp |
| Employer contribution / active EE | $6,273 | $3,264+92.2% | $3,023+107.5% | $4,753+32.0% |
| Participant deferral / active EE | $3,672 | $4,835-24.0% | $4,437-17.2% | $6,711-45.3% |
| Admin fee / account holder | $633 | $6,406-90.1% | $5,613-88.7% | $11,407-94.5% |