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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 | $234,424 | $99,079+136.6% | $78,002+200.5% | $273,972-14.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 10.35% | 217.93%-207.6pp | 425.99%-415.6pp | 41.46%-31.1pp |
| Employer contribution / active EE | $9,558 | $3,308+189.0% | $2,470+286.9% | $4,869+96.3% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,921 | $8,954-67.4% | $5,481-46.7% | $10,133-71.2% |