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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 | $98,354 | $70,121+40.3% | $63,803+54.2% | $138,895-29.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 14.40% | 946.48%-932.1pp | 543.72%-529.3pp | 145.39%-131.0pp |
| Employer contribution / active EE | $10,114 | $2,882+250.9% | $2,532+299.4% | $4,194+141.1% |
| Participant deferral / active EE | $9,063 | $4,535+99.8% | $3,843+135.8% | $6,396+41.7% |
| Admin fee / account holder | $3,590 | $6,738-46.7% | $5,196-30.9% | $12,562-71.4% |