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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 | $18,468 | $73,518-74.9% | $63,003-70.7% | $147,585-87.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 20.20% | 175.46%-155.3pp | 87.59%-67.4pp | 578.57%-558.4pp |
| Employer contribution / active EE | $2,159 | $3,322-35.0% | $2,760-21.8% | $4,876-55.7% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $722 | $5,952-87.9% | $3,600-79.9% | $10,885-93.4% |