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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 | $51,267 | $102,429-49.9% | $147,096-65.1% | $80,925-36.6% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 59.39% | 135.02%-75.6pp | 419.75%-360.4pp | 35.65%+23.7pp |
| Employer contribution / active EE | $11,995 | $3,716+222.8% | $4,936+143.0% | $2,756+335.2% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11,213 | $7,957+40.9% | $13,005-13.8% | $6,940+61.6% |