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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 | $51,184+73.7% | $66,439+33.8% | $86,983+2.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 131.70% | 17.07%+114.6pp | 757.66%-626.0pp | 25.83%+105.9pp |
| Employer contribution / active EE | $3,109 | $2,023+53.7% | $2,637+17.9% | $2,584+20.3% |
| Participant deferral / active EE | $8,210 | $2,927+180.5% | $3,876+111.8% | $4,194+95.8% |
| Admin fee / account holder | $79,718 | $4,154+1819.0% | $6,173+1191.3% | $7,856+914.8% |