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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 | $23,075 | $160,028-85.6% | $147,080-84.3% | $145,884-84.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 57.46% | 98.60%-41.1pp | 420.17%-362.7pp | 551.85%-494.4pp |
| Employer contribution / active EE | $2,999 | $5,286-43.3% | $4,933-39.2% | $4,662-35.7% |
| Participant deferral / active EE | $4,564 | $8,422-45.8% | $8,066-43.4% | $6,690-31.8% |
| Admin fee / account holder | $2,633 | $15,030-82.5% | $12,989-79.7% | $13,392-80.3% |