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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 | $159,624 | $114,130+39.9% | $96,192+65.9% | $167,553-4.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.87% | 190.07%-179.2pp | 192.09%-181.2pp | 478.89%-468.0pp |
| Employer contribution / active EE | $2,010 | $3,431-41.4% | $2,799-28.2% | $4,840-58.5% |
| Participant deferral / active EE | $2,939 | $5,198-43.5% | $4,351-32.5% | $6,343-53.7% |
| Admin fee / account holder | $1,945 | $6,901-71.8% | $5,539-64.9% | $12,316-84.2% |