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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 | $69,154 | $107,421-35.6% | $182,262-62.1% | $94,015-26.4% |
| Participation rate | 98.0% | 77.8%+20.2pp | 84.2%+13.7pp | 70.8%+27.1pp |
| Annual return | 368.88% | 21.32%+347.6pp | 140.60%+228.3pp | 17.84%+351.0pp |
| Employer contribution / active EE | $1,297 | $3,448-62.4% | $5,046-74.3% | $2,790-53.5% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $699 | $8,692-92.0% | $16,712-95.8% | $8,951-92.2% |