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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 | $102,994 | $68,097+51.2% | $62,929+63.7% | $137,256-25.0% |
| Participation rate | 77.8% | 77.4%+0.3pp | 73.1%+4.7pp | 80.0%-2.2pp |
| Annual return | 14.25% | 1859.11%-1844.9pp | 1063.93%-1049.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,873 | $2,811-33.4% | $2,505-25.2% | $4,156-54.9% |
| Participant deferral / active EE | $6,769 | $4,553+48.7% | $3,888+74.1% | $6,407+5.7% |
| Admin fee / account holder | $3,109 | $6,521-52.3% | $5,065-38.6% | $12,270-74.7% |