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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 | $21,691 | $102,595-78.9% | $94,057-76.9% | $154,746-86.0% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 80.7%+9.3pp |
| Annual return | 106.92% | 583.42%-476.5pp | 480.62%-373.7pp | 172.34%-65.4pp |
| Employer contribution / active EE | $2,690 | $3,147-14.5% | $2,933-8.3% | $4,379-38.6% |
| Participant deferral / active EE | $3,892 | $5,118-24.0% | $4,709-17.4% | $6,730-42.2% |
| Admin fee / account holder | $12,340 | $7,736+59.5% | $7,244+70.3% | $14,365-14.1% |