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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 | $210,750 | $108,701+93.9% | $74,723+182.0% | $152,909+37.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 16.60% | 114.12%-97.5pp | 753.18%-736.6pp | 345.46%-328.9pp |
| Employer contribution / active EE | $2,296 | $1,504+52.6% | $1,084+111.7% | $4,764-51.8% |
| Participant deferral / active EE | $11,638 | $2,709+329.6% | $1,962+493.3% | $5,851+98.9% |
| Admin fee / account holder | $8,026 | $4,906+63.6% | $3,335+140.7% | $11,601-30.8% |