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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 | $67,636 | $73,546-8.0% | $63,018+7.3% | $147,586-54.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.40% | 175.56%-164.2pp | 87.62%-76.2pp | 578.59%-567.2pp |
| Employer contribution / active EE | $2,600 | $3,324-21.8% | $2,761-5.8% | $4,876-46.7% |
| Participant deferral / active EE | $1,300 | $4,185-68.9% | $3,330-61.0% | $5,439-76.1% |
| Admin fee / account holder | $5,000 | $5,956-16.0% | $3,601+38.9% | $10,886-54.1% |