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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 | $2,363 | $29,736-92.1% | $56,033-95.8% | $80,935-97.1% |
| Participation rate | 80.0% | 41.7%+38.3pp | 52.5%+27.5pp | 67.7%+12.3pp |
| Annual return | 121.24% | 35.28%+86.0pp | 1711.38%-1590.1pp | 35.66%+85.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,296 | $1,228+5.5% | $1,954-33.7% | $4,299-69.9% |
| Admin fee / account holder | $627 | $2,434-74.2% | $2,827-77.8% | $6,924-90.9% |