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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 | $106,800 | $104,577+2.1% | $76,667+39.3% | $152,909-30.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 13.88% | 1014.36%-1000.5pp | 1166.74%-1152.9pp | 345.46%-331.6pp |
| Employer contribution / active EE | $6,662 | $3,119+113.6% | $2,303+189.3% | $4,764+39.8% |
| Participant deferral / active EE | $0 | $4,237-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,796 | $12,290-52.8% | $6,423-9.8% | $11,601-50.0% |