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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 | $230,354 | $102,422+124.9% | $147,117+56.6% | $80,959+184.5% |
| Participation rate | 96.1% | 75.9%+20.2pp | 82.2%+13.9pp | 67.7%+28.4pp |
| Annual return | 52.00% | 135.16%-83.2pp | 420.54%-368.5pp | 35.67%+16.3pp |
| Employer contribution / active EE | $868 | $3,717-76.7% | $4,932-82.4% | $2,757-68.5% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,333 | $7,953-45.5% | $12,993-66.7% | $6,925-37.4% |