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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 | $195,766 | $106,005+84.7% | $92,239+112.2% | $147,585+32.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.80% | 50.05%-39.2pp | 176.29%-165.5pp | 578.58%-567.8pp |
| Employer contribution / active EE | $11,660 | $4,333+169.1% | $3,680+216.9% | $4,876+139.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $679 | $6,333-89.3% | $5,194-86.9% | $10,886-93.8% |