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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 | $202,647 | $96,691+109.6% | $86,656+133.9% | $139,487+45.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.78% | 106.87%-90.1pp | 593.09%-576.3pp | 373.84%-357.1pp |
| Employer contribution / active EE | $15,598 | $3,267+377.5% | $3,025+415.6% | $4,755+228.1% |
| Participant deferral / active EE | $10,744 | $4,838+122.1% | $4,439+142.0% | $6,713+60.1% |
| Admin fee / account holder | $3,634 | $6,414-43.3% | $5,619-35.3% | $11,407-68.1% |