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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 | $245,984 | $106,003+132.1% | $92,236+166.7% | $147,585+66.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.05% | 50.05%-32.0pp | 176.29%-158.2pp | 578.57%-560.5pp |
| Employer contribution / active EE | $18,262 | $4,333+321.5% | $3,679+396.3% | $4,876+274.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,926 | $6,333-38.0% | $5,194-24.4% | $10,885-63.9% |