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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 | $51,742 | $75,832-31.8% | $147,617-64.9% | $59,633-13.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 189.28% | 0.37%+188.9pp | 61.98%+127.3pp | 2041.45%-1852.2pp |
| Employer contribution / active EE | $4,950 | $3,485+42.0% | $5,564-11.0% | $2,203+124.7% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $364 | $5,986-93.9% | $11,612-96.9% | $4,297-91.5% |