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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 | $208,198 | $144,130+44.5% | $117,861+76.6% | $147,586+41.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.33% | 531.20%-520.9pp | 335.11%-324.8pp | 578.59%-568.3pp |
| Employer contribution / active EE | $23,333 | $4,897+376.5% | $3,786+516.2% | $4,876+378.5% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,883 | $10,887+18.3% | $8,021+60.6% | $10,886+18.3% |