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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 | $26,266 | $60,139-56.3% | $90,461-71.0% | $79,856-67.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 106.39% | 71.96%+34.4pp | 1294.76%-1188.4pp | 31.71%+74.7pp |
| Employer contribution / active EE | $3,541 | $2,069+71.1% | $3,264+8.5% | $2,471+43.3% |
| Participant deferral / active EE | $2,472 | $2,939-15.9% | $3,964-37.6% | $3,741-33.9% |
| Admin fee / account holder | $5,233 | $3,978+31.5% | $5,617-6.8% | $5,306-1.4% |