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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 | $102,895 | $73,546+39.9% | $63,018+63.3% | $147,586-30.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.20% | 175.56%-163.4pp | 87.62%-75.4pp | 578.59%-566.4pp |
| Employer contribution / active EE | $13,737 | $3,324+313.3% | $2,761+397.6% | $4,876+181.7% |
| Participant deferral / active EE | $12,000 | $4,185+186.8% | $3,330+260.4% | $5,439+120.6% |
| Admin fee / account holder | $484 | $5,956-91.9% | $3,601-86.6% | $10,886-95.6% |