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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 | $20,064 | $108,897-81.6% | $100,378-80.0% | $145,877-86.2% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 273.06% | 58.17%+214.9pp | 49.41%+223.6pp | 551.28%-278.2pp |
| Employer contribution / active EE | $3,208 | $4,420-27.4% | $3,942-18.6% | $4,663-31.2% |
| Participant deferral / active EE | $5,883 | $8,455-30.4% | $8,087-27.3% | $6,691-12.1% |
| Admin fee / account holder | $557 | $9,690-94.3% | $7,899-92.9% | $13,402-95.8% |