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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 | $193,719 | $90,607+113.8% | $79,467+143.8% | $135,380+43.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 7.60% | 977.74%-970.1pp | 718.30%-710.7pp | 519.81%-512.2pp |
| Employer contribution / active EE | $14,697 | $3,068+379.1% | $2,800+424.8% | $4,779+207.5% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $789 | $5,895-86.6% | $5,104-84.5% | $10,828-92.7% |