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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 | $174,772 | $90,617+92.9% | $79,476+119.9% | $135,382+29.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 7.26% | 977.57%-970.3pp | 718.21%-711.0pp | 519.77%-512.5pp |
| Employer contribution / active EE | $12,582 | $3,068+310.2% | $2,800+349.3% | $4,779+163.3% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,717 | $5,907+199.9% | $5,113+246.5% | $10,829+63.6% |