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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 | $37,297 | $102,422-63.6% | $147,117-74.6% | $80,959-53.9% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.1pp | 67.7%+15.7pp |
| Annual return | 61.12% | 135.16%-74.0pp | 420.54%-359.4pp | 35.67%+25.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,447 | $6,652-48.2% | $8,065-57.3% | $4,300-19.8% |
| Admin fee / account holder | $4,105 | $7,953-48.4% | $12,993-68.4% | $6,925-40.7% |