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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 | $29,716+27.5% | $56,077-32.4% | $80,925-53.2% |
| Participation rate | 73.8% | 41.7%+32.1pp | 52.5%+21.3pp | 67.7%+6.1pp |
| Annual return | 75.88% | 35.30%+40.6pp | 1709.28%-1633.4pp | 35.65%+40.2pp |
| Employer contribution / active EE | $3,054 | $671+355.2% | $1,040+193.6% | $2,756+10.8% |
| Participant deferral / active EE | $1,783 | $1,228+45.1% | $1,954-8.8% | $4,299-58.5% |
| Admin fee / account holder | $2,973 | $2,432+22.3% | $2,825+5.2% | $6,940-57.2% |