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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 | $35,663 | $49,896-28.5% | $80,627-55.8% | $75,173-52.6% |
| Participation rate | 95.6% | 55.3%+40.2pp | 67.0%+28.5pp | 67.2%+28.4pp |
| Annual return | 1053.28% | 34.67%+1018.6pp | 936.76%+116.5pp | 160.72%+892.6pp |
| Employer contribution / active EE | $16,333 | $1,699+861.5% | $2,723+499.9% | $2,671+511.5% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,301 | $3,578+104.1% | $5,381+35.7% | $5,651+29.2% |