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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 | $35,762 | $73,518-51.4% | $63,003-43.2% | $147,585-75.8% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.8%+19.9pp | 82.8%+11.9pp |
| Annual return | 11.44% | 175.46%-164.0pp | 87.59%-76.1pp | 578.57%-567.1pp |
| Employer contribution / active EE | $4,044 | $3,322+21.7% | $2,760+46.5% | $4,876-17.1% |
| Participant deferral / active EE | $5,130 | $4,183+22.6% | $3,329+54.1% | $5,439-5.7% |
| Admin fee / account holder | $33,237 | $5,952+458.4% | $3,600+823.2% | $10,885+205.3% |