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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 | $89,906 | $176,105-48.9% | $159,474-43.6% | $167,536-46.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.65% | 331.91%-315.3pp | 263.68%-247.0pp | 478.82%-462.2pp |
| Employer contribution / active EE | $11,163 | $5,299+110.7% | $4,831+131.1% | $4,839+130.7% |
| Participant deferral / active EE | $4,493 | $7,751-42.0% | $7,353-38.9% | $6,342-29.2% |
| Admin fee / account holder | $26,460 | $12,559+110.7% | $10,802+144.9% | $12,315+114.9% |