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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 | $23,849 | $105,160-77.3% | $94,679-74.8% | $139,456-82.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 26.23% | 38.04%-11.8pp | 156.75%-130.5pp | 373.45%-347.2pp |
| Employer contribution / active EE | $9,765 | $4,107+137.8% | $3,673+165.9% | $4,753+105.5% |
| Participant deferral / active EE | $23,653 | $7,599+211.3% | $7,417+218.9% | $6,711+252.4% |
| Admin fee / account holder | $3,637 | $8,988-59.5% | $7,233-49.7% | $11,407-68.1% |