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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 | $149,714 | $106,008+41.2% | $92,240+62.3% | $147,587+1.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.88% | 50.05%-35.2pp | 176.29%-161.4pp | 578.60%-563.7pp |
| Employer contribution / active EE | $8,772 | $4,333+102.4% | $3,680+138.4% | $4,876+79.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,542 | $6,333-44.1% | $5,194-31.8% | $10,886-67.5% |