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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 | $89,400 | $85,766+4.2% | $136,298-34.4% | $70,126+27.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.99% | 31.46%-9.5pp | 5156.27%-5134.3pp | 73.15%-51.2pp |
| Employer contribution / active EE | $11,146 | $2,966+275.8% | $4,696+137.4% | $2,343+375.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,567 | $5,421-71.1% | $9,244-83.0% | $4,645-66.3% |