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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 | $156,735 | $96,691+62.1% | $86,656+80.9% | $139,487+12.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.60% | 106.87%-89.3pp | 593.09%-575.5pp | 373.84%-356.2pp |
| Employer contribution / active EE | $20,312 | $3,267+521.7% | $3,025+571.4% | $4,755+327.2% |
| Participant deferral / active EE | $7,239 | $4,838+49.6% | $4,439+63.1% | $6,713+7.8% |
| Admin fee / account holder | $3,026 | $6,414-52.8% | $5,619-46.1% | $11,407-73.5% |