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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 | $71,668 | $107,363-33.2% | $92,909-22.9% | $152,897-53.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 13.02% | 145.63%-132.6pp | 109.44%-96.4pp | 345.43%-332.4pp |
| Employer contribution / active EE | $10,526 | $4,222+149.3% | $3,653+188.1% | $4,764+121.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $32,726 | $7,082+362.1% | $5,795+464.7% | $11,599+182.1% |