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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 | $96,691+55.6% | $86,656+73.6% | $139,487+7.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.12% | 106.87%-91.7pp | 593.09%-578.0pp | 373.84%-358.7pp |
| Employer contribution / active EE | $8,000 | $3,267+144.9% | $3,025+164.4% | $4,755+68.3% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,356 | $6,414-78.9% | $5,619-75.9% | $11,407-88.1% |