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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 | $53,283 | $70,366-24.3% | $66,674-20.1% | $138,895-61.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 50.22% | 386.41%-336.2pp | 321.24%-271.0pp | 145.39%-95.2pp |
| Employer contribution / active EE | $4,312 | $2,765+55.9% | $2,620+64.6% | $4,194+2.8% |
| Participant deferral / active EE | $15,479 | $4,374+253.9% | $4,084+279.0% | $6,396+142.0% |
| Admin fee / account holder | $2,953 | $5,262-43.9% | $5,098-42.1% | $12,562-76.5% |