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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 | $102,796 | $70,121+46.6% | $63,803+61.1% | $138,895-26.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 16.32% | 946.48%-930.2pp | 543.72%-527.4pp | 145.39%-129.1pp |
| Employer contribution / active EE | $7,717 | $2,882+167.8% | $2,532+204.8% | $4,194+84.0% |
| Participant deferral / active EE | $3,679 | $4,535-18.9% | $3,843-4.3% | $6,396-42.5% |
| Admin fee / account holder | $1,039 | $6,738-84.6% | $5,196-80.0% | $12,562-91.7% |