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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 | $187,204 | $111,878+67.3% | $93,727+99.7% | $145,897+28.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.42% | 204.28%-191.9pp | 133.83%-121.4pp | 552.29%-539.9pp |
| Employer contribution / active EE | $4,500 | $3,092+45.5% | $2,421+85.8% | $4,663-3.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,222 | $10,256-78.3% | $8,292-73.2% | $13,390-83.4% |