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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 | $84,121 | $60,119+39.9% | $90,430-7.0% | $79,858+5.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.52% | 71.94%-58.4pp | 1293.73%-1280.2pp | 31.72%-18.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,898 | $2,938+100.8% | $3,963+48.8% | $3,740+57.7% |
| Admin fee / account holder | $31,629 | $3,976+695.5% | $5,613+463.5% | $5,306+496.1% |