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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 | $165,210 | $27,936+491.4% | $58,561+182.1% | $75,173+119.8% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 39.42% | 44.21%-4.8pp | 4251.33%-4211.9pp | 160.72%-121.3pp |
| Employer contribution / active EE | $2,870 | $670+328.7% | $1,053+172.5% | $2,671+7.5% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,551 | $1,727+47.8% | $2,520+1.2% | $5,651-54.8% |