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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 | $113,314 | $106,008+6.9% | $92,240+22.8% | $147,586-23.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.88% | 50.05%-37.2pp | 176.29%-163.4pp | 578.59%-565.7pp |
| Employer contribution / active EE | $3,000 | $4,333-30.8% | $3,680-18.5% | $4,876-38.5% |
| Participant deferral / active EE | $4,140 | $4,478-7.6% | $3,897+6.2% | $5,439-23.9% |
| Admin fee / account holder | $1,297 | $6,333-79.5% | $5,194-75.0% | $10,886-88.1% |