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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 | $76,351 | $57,330+33.2% | $86,656-11.9% | $75,177+1.6% |
| Participation rate | 89.1% | 63.2%+25.9pp | 71.7%+17.4pp | 67.2%+21.9pp |
| Annual return | 33.79% | 2675.40%-2641.6pp | 593.09%-559.3pp | 160.75%-127.0pp |
| Employer contribution / active EE | $12,937 | $2,316+458.5% | $3,025+327.6% | $2,671+384.3% |
| Participant deferral / active EE | $1,858 | $3,320-44.0% | $4,439-58.1% | $4,126-55.0% |
| Admin fee / account holder | $2,563 | $4,115-37.7% | $5,619-54.4% | $5,651-54.7% |