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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 | $113,404 | $160,070-29.2% | $147,117-22.9% | $145,897-22.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 74.12% | 98.69%-24.6pp | 420.54%-346.4pp | 552.29%-478.2pp |
| Employer contribution / active EE | $30,298 | $5,285+473.3% | $4,932+514.2% | $4,663+549.8% |
| Participant deferral / active EE | $24,156 | $8,419+186.9% | $8,065+199.5% | $6,689+261.1% |
| Admin fee / account holder | $1,213 | $15,035-91.9% | $12,993-90.7% | $13,390-90.9% |