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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 | $101,120 | $82,678+22.3% | $125,391-19.4% | $68,490+47.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 82.64% | -5.97%+88.6pp | 572.41%-489.8pp | -7.85%+90.5pp |
| Employer contribution / active EE | $5,483 | $3,382+62.1% | $4,816+13.9% | $2,597+111.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,877 | $6,277-54.2% | $10,009-71.3% | $5,403-46.7% |