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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 | $60,123 | $115,796-48.1% | $101,264-40.6% | $158,950-62.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.43% | 56.15%-42.7pp | 46.48%-33.1pp | 302.91%-289.5pp |
| Employer contribution / active EE | $10,385 | $4,175+148.7% | $3,660+183.8% | $4,762+118.1% |
| Participant deferral / active EE | $1,892 | $4,958-61.8% | $4,370-56.7% | $5,983-68.4% |
| Admin fee / account holder | $3,362 | $7,247-53.6% | $5,947-43.5% | $11,248-70.1% |