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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 | $48,392 | $85,766-43.6% | $136,298-64.5% | $70,126-31.0% |
| Participation rate | 92.9% | 74.2%+18.7pp | 81.9%+10.9pp | 69.5%+23.3pp |
| Annual return | 169.60% | 31.46%+138.1pp | 5156.27%-4986.7pp | 73.15%+96.4pp |
| Employer contribution / active EE | $4,629 | $2,966+56.1% | $4,696-1.4% | $2,343+97.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $394 | $5,421-92.7% | $9,244-95.7% | $4,645-91.5% |