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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 | $37,890 | $29,733+27.4% | $56,025-32.4% | $80,959-53.2% |
| Participation rate | 73.8% | 41.7%+32.0pp | 52.5%+21.2pp | 67.7%+6.1pp |
| Annual return | 75.88% | 35.28%+40.6pp | 1712.69%-1636.8pp | 35.67%+40.2pp |
| Employer contribution / active EE | $3,054 | $672+354.7% | $1,042+193.2% | $2,757+10.8% |
| Participant deferral / active EE | $1,783 | $1,229+45.0% | $1,955-8.8% | $4,300-58.5% |
| Admin fee / account holder | $2,973 | $2,434+22.2% | $2,828+5.1% | $6,925-57.1% |