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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 | $148,920 | $104,544+42.4% | $76,657+94.3% | $152,897-2.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 15.57% | 1014.36%-998.8pp | 1166.74%-1151.2pp | 345.43%-329.9pp |
| Employer contribution / active EE | $278 | $3,118-91.1% | $2,303-87.9% | $4,764-94.2% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,335-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,041 | $12,286-83.4% | $6,423-68.2% | $11,599-82.4% |