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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 | $56,752 | $48,570+16.8% | $130,660-56.6% | $72,976-22.2% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 133.90% | 38.63%+95.3pp | 1709.29%-1575.4pp | 81.02%+52.9pp |
| Employer contribution / active EE | $3,019 | $1,334+126.3% | $4,092-26.2% | $2,440+23.7% |
| Participant deferral / active EE | $4,224 | $2,384+77.2% | $3,603+17.2% | $3,608+17.1% |
| Admin fee / account holder | $5,608 | $3,549+58.0% | $5,463+2.7% | $5,124+9.5% |