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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 | $116,942 | $73,546+59.0% | $63,018+85.6% | $147,586-20.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.20% | 175.56%-165.4pp | 87.62%-77.4pp | 578.59%-568.4pp |
| Employer contribution / active EE | $2,934 | $3,324-11.7% | $2,761+6.3% | $4,876-39.8% |
| Participant deferral / active EE | $7,318 | $4,185+74.9% | $3,330+119.8% | $5,439+34.6% |
| Admin fee / account holder | $2,064 | $5,956-65.4% | $3,601-42.7% | $10,886-81.0% |