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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 | $181,764 | $106,008+71.5% | $92,240+97.1% | $147,586+23.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.56% | 50.05%-30.5pp | 176.29%-156.7pp | 578.59%-559.0pp |
| Employer contribution / active EE | $26,364 | $4,333+508.4% | $3,680+616.5% | $4,876+440.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,054 | $6,333-83.4% | $5,194-79.7% | $10,886-90.3% |