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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 | $57,871 | $96,123-39.8% | $77,361-25.2% | $198,609-70.9% |
| Participation rate | 85.0% | 81.1%+3.9pp | 75.0%+10.0pp | 82.4%+2.6pp |
| Annual return | 26.57% | 2054.81%-2028.2pp | 1011.54%-985.0pp | 202.70%-176.1pp |
| Employer contribution / active EE | $4,268 | $3,791+12.6% | $2,990+42.7% | $5,055-15.6% |
| Participant deferral / active EE | $7,346 | $4,975+47.7% | $3,911+87.8% | $6,977+5.3% |
| Admin fee / account holder | $5,187 | $9,471-45.2% | $5,894-12.0% | $19,030-72.7% |