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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 | $71,807 | $125,184-42.6% | $105,607-32.0% | $145,884-50.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 59.36% | 225.00%-165.6pp | 116.11%-56.7pp | 551.85%-492.5pp |
| Employer contribution / active EE | $16,818 | $3,720+352.1% | $3,167+431.0% | $4,662+260.7% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,469 | $17,133-73.9% | $10,958-59.2% | $13,392-66.6% |