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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 | $95,119 | $57,305+66.0% | $86,640+9.8% | $75,173+26.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.86% | 2674.24%-2657.4pp | 592.52%-575.7pp | 160.72%-143.9pp |
| Employer contribution / active EE | $9,185 | $2,316+296.6% | $3,024+203.7% | $2,671+243.9% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,645 | $4,116+37.1% | $5,616+0.5% | $5,651-0.1% |