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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 | $9,927 | $90,614-89.0% | $76,089-87.0% | $145,877-93.2% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 41.65% | 623.80%-582.1pp | 360.94%-319.3pp | 551.28%-509.6pp |
| Employer contribution / active EE | $2,998 | $3,324-9.8% | $2,690+11.5% | $4,663-35.7% |
| Participant deferral / active EE | $3,358 | $5,168-35.0% | $4,259-21.2% | $6,691-49.8% |
| Admin fee / account holder | $1,064 | $8,376-87.3% | $6,418-83.4% | $13,402-92.1% |