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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 | $82,287 | $96,123-14.4% | $77,361+6.4% | $198,609-58.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 11.73% | 2054.81%-2043.1pp | 1011.54%-999.8pp | 202.70%-191.0pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,790 | $4,975+16.4% | $3,911+48.1% | $6,977-17.0% |
| Admin fee / account holder | $2,401 | $9,471-74.7% | $5,894-59.3% | $19,030-87.4% |