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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 | $61,367 | $96,691-36.5% | $86,656-29.2% | $139,487-56.0% |
| Participation rate | 91.7% | 74.4%+17.2pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 25.10% | 106.87%-81.8pp | 593.09%-568.0pp | 373.84%-348.7pp |
| Employer contribution / active EE | $8,489 | $3,267+159.8% | $3,025+180.6% | $4,755+78.5% |
| Participant deferral / active EE | $4,795 | $4,838-0.9% | $4,439+8.0% | $6,713-28.6% |
| Admin fee / account holder | $4,463 | $6,414-30.4% | $5,619-20.6% | $11,407-60.9% |