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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 | $174,230 | $106,003+64.4% | $92,236+88.9% | $147,585+18.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.93% | 50.05%-35.1pp | 176.29%-161.4pp | 578.57%-563.6pp |
| Employer contribution / active EE | $10,000 | $4,333+130.8% | $3,679+171.8% | $4,876+105.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $23,928 | $6,333+277.9% | $5,194+360.7% | $10,885+119.8% |