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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 | $150,463 | $96,630+55.7% | $86,605+73.7% | $139,427+7.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.12% | 106.48%-91.4pp | 591.39%-576.3pp | 373.27%-358.1pp |
| Employer contribution / active EE | $8,000 | $3,264+145.1% | $3,023+164.6% | $4,752+68.4% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,356 | $6,405-78.8% | $5,611-75.8% | $11,404-88.1% |