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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 | $45,091 | $109,872-59.0% | $98,483-54.2% | $167,536-73.1% |
| Participation rate | 94.1% | 75.8%+18.3pp | 73.3%+20.8pp | 82.1%+12.0pp |
| Annual return | 31.02% | 1959.31%-1928.3pp | 1494.38%-1463.4pp | 478.82%-447.8pp |
| Employer contribution / active EE | $8,128 | $3,225+152.0% | $2,961+174.5% | $4,839+68.0% |
| Participant deferral / active EE | $3,340 | $4,673-28.5% | $4,276-21.9% | $6,342-47.3% |
| Admin fee / account holder | $2,697 | $6,757-60.1% | $5,953-54.7% | $12,315-78.1% |