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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 | $123,935 | $110,801+11.9% | $86,615+43.1% | $167,536-26.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 10.22% | 116.96%-106.7pp | 63.51%-53.3pp | 478.82%-468.6pp |
| Employer contribution / active EE | $20,094 | $3,245+519.3% | $2,496+705.1% | $4,839+315.2% |
| Participant deferral / active EE | $14,688 | $4,547+223.0% | $3,699+297.0% | $6,342+131.6% |
| Admin fee / account holder | $3,749 | $8,417-55.5% | $5,830-35.7% | $12,315-69.6% |