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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 | $100,366 | $108,701-7.7% | $74,723+34.3% | $152,909-34.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 19.49% | 114.12%-94.6pp | 753.18%-733.7pp | 345.46%-326.0pp |
| Employer contribution / active EE | $6,504 | $1,504+332.4% | $1,084+499.9% | $4,764+36.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,362 | $4,906-72.2% | $3,335-59.2% | $11,601-88.3% |