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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 | $88,924 | $48,011+85.2% | $63,803+39.4% | $82,637+7.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 131.70% | 19.84%+111.9pp | 543.72%-412.0pp | 53.51%+78.2pp |
| Employer contribution / active EE | $3,109 | $1,904+63.3% | $2,532+22.8% | $2,552+21.8% |
| Participant deferral / active EE | $8,210 | $2,846+188.4% | $3,843+113.6% | $4,126+99.0% |
| Admin fee / account holder | $79,718 | $3,873+1958.1% | $5,196+1434.1% | $7,339+986.3% |