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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 | $48,744 | $102,663-52.5% | $86,216-43.5% | $139,466-65.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 44.20% | 1924.52%-1880.3pp | 1169.42%-1125.2pp | 373.66%-329.5pp |
| Employer contribution / active EE | $1,829 | $3,035-39.7% | $2,382-23.2% | $4,754-61.5% |
| Participant deferral / active EE | $13,125 | $4,677+180.6% | $3,986+229.3% | $6,712+95.5% |
| Admin fee / account holder | $2,648 | $8,663-69.4% | $6,853-61.4% | $11,409-76.8% |