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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 | $25,217 | $106,005-76.2% | $92,239-72.7% | $147,585-82.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.91% | 50.05%-34.1pp | 176.29%-160.4pp | 578.58%-562.7pp |
| Employer contribution / active EE | $3,347 | $4,333-22.8% | $3,680-9.1% | $4,876-31.4% |
| Participant deferral / active EE | $3,517 | $4,478-21.5% | $3,897-9.7% | $5,439-35.3% |
| Admin fee / account holder | $2,640 | $6,333-58.3% | $5,194-49.2% | $10,886-75.7% |