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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 | $41,272 | $58,493-29.4% | $84,023-50.9% | $72,976-43.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 661.15% | 28.93%+632.2pp | 71.32%+589.8pp | 81.02%+580.1pp |
| Employer contribution / active EE | $10,870 | $1,163+834.6% | $1,984+447.9% | $2,440+345.5% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $882 | $4,569-80.7% | $6,102-85.6% | $5,124-82.8% |