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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 | $54,643 | $83,485-34.5% | $125,195-56.4% | $72,976-25.1% |
| Participation rate | 98.1% | 73.3%+24.8pp | 79.8%+18.3pp | 69.5%+28.6pp |
| Annual return | 668.55% | 25.77%+642.8pp | 43.79%+624.8pp | 81.02%+587.5pp |
| Employer contribution / active EE | $4,376 | $2,346+86.6% | $3,866+13.2% | $2,440+79.3% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,394 | $5,518-56.6% | $9,704-75.3% | $5,124-53.3% |