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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 | $77,450 | $82,678-6.3% | $125,391-38.2% | $68,490+13.1% |
| Participation rate | 98.3% | 75.1%+23.3pp | 82.4%+15.9pp | 67.9%+30.4pp |
| Annual return | 78.08% | -5.97%+84.1pp | 572.41%-494.3pp | -7.85%+85.9pp |
| Employer contribution / active EE | $9,336 | $3,382+176.0% | $4,816+93.9% | $2,597+259.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,328 | $6,277-78.9% | $10,009-86.7% | $5,403-75.4% |