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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 | $111,785+67.5% | $93,669+99.9% | $145,877+28.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.42% | 203.79%-191.4pp | 133.59%-121.2pp | 551.28%-538.9pp |
| Employer contribution / active EE | $4,500 | $3,096+45.4% | $2,424+85.7% | $4,663-3.5% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,222 | $10,256-78.3% | $8,291-73.2% | $13,402-83.4% |