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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 | $99,897 | $96,123+3.9% | $77,361+29.1% | $198,609-49.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 8.67% | 2054.81%-2046.1pp | 1011.54%-1002.9pp | 202.70%-194.0pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,029 | $4,975+101.6% | $3,911+156.4% | $6,977+43.7% |
| Admin fee / account holder | $4,892 | $9,471-48.3% | $5,894-17.0% | $19,030-74.3% |