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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 | $112,259 | $106,008+5.9% | $92,240+21.7% | $147,586-23.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.62% | 50.05%-28.4pp | 176.29%-154.7pp | 578.59%-557.0pp |
| Employer contribution / active EE | $2,506 | $4,333-42.2% | $3,680-31.9% | $4,876-48.6% |
| Participant deferral / active EE | $5,302 | $4,478+18.4% | $3,897+36.1% | $5,439-2.5% |
| Admin fee / account holder | $428 | $6,333-93.2% | $5,194-91.8% | $10,886-96.1% |