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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 | $120,134 | $63,346+89.6% | $92,240+30.2% | $70,126+71.3% |
| Participation rate | 83.8% | 68.7%+15.1pp | 76.5%+7.3pp | 69.5%+14.2pp |
| Annual return | 16.99% | 530.19%-513.2pp | 176.29%-159.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $9,459 | $2,471+282.8% | $3,680+157.1% | $2,343+303.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,896 | $3,841-50.6% | $5,194-63.5% | $4,645-59.2% |