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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 | $154,082 | $113,941+35.2% | $94,229+63.5% | $125,389+22.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 217.06% | 5.29%+211.8pp | 10.68%+206.4pp | 282.24%-65.2pp |
| Employer contribution / active EE | $20,951 | $4,727+343.2% | $3,587+484.1% | $4,866+330.5% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,143 | $8,392-50.6% | $6,269-33.9% | $9,541-56.6% |