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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 | $61,335 | $82,678-25.8% | $125,391-51.1% | $68,490-10.4% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | 55.85% | -5.97%+61.8pp | 572.41%-516.6pp | -7.85%+63.7pp |
| Employer contribution / active EE | $1,316 | $3,382-61.1% | $4,816-72.7% | $2,597-49.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,691 | $6,277-57.1% | $10,009-73.1% | $5,403-50.2% |