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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 | $99,640 | $58,726+69.7% | $142,898-30.3% | $85,851+16.1% |
| Participation rate | 70.1% | 58.5%+11.6pp | 72.0%-1.8pp | 69.3%+0.8pp |
| Annual return | 52.06% | 27.73%+24.3pp | 5639.64%-5587.6pp | 318.63%-266.6pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,717 | $2,609+4.1% | $3,838-29.2% | $3,952-31.3% |
| Admin fee / account holder | $2,484 | $4,234-41.3% | $6,560-62.1% | $6,261-60.3% |