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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 | $102,422-49.9% | $147,117-65.2% | $80,959-36.7% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 59.39% | 135.16%-75.8pp | 420.54%-361.1pp | 35.67%+23.7pp |
| Employer contribution / active EE | $11,995 | $3,717+222.7% | $4,932+143.2% | $2,757+335.1% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $11,213 | $7,953+41.0% | $12,993-13.7% | $6,925+61.9% |