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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 | $43,184 | $73,518-41.3% | $63,005-31.5% | $147,585-70.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 25.42% | 175.46%-150.0pp | 87.59%-62.2pp | 578.58%-553.2pp |
| Employer contribution / active EE | $10,855 | $3,322+226.7% | $2,760+293.3% | $4,876+122.6% |
| Participant deferral / active EE | $3,115 | $4,183-25.5% | $3,329-6.4% | $5,439-42.7% |
| Admin fee / account holder | $3,579 | $5,952-39.9% | $3,599-0.6% | $10,886-67.1% |