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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 | $29,722 | $49,896-40.4% | $80,627-63.1% | $75,173-60.5% |
| Participation rate | 76.0% | 55.3%+20.7pp | 67.0%+9.0pp | 67.2%+8.8pp |
| Annual return | 128.06% | 34.67%+93.4pp | 936.76%-808.7pp | 160.72%-32.7pp |
| Employer contribution / active EE | $4,168 | $1,699+145.4% | $2,723+53.1% | $2,671+56.1% |
| Participant deferral / active EE | $7,603 | $2,992+154.2% | $4,443+71.1% | $4,126+84.3% |
| Admin fee / account holder | $1,371 | $3,578-61.7% | $5,381-74.5% | $5,651-75.7% |