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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 | $177,365 | $106,008+67.3% | $92,240+92.3% | $147,586+20.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 48.55% | 50.05%-1.5pp | 176.29%-127.7pp | 578.59%-530.0pp |
| Employer contribution / active EE | $18,750 | $4,333+332.7% | $3,680+409.6% | $4,876+284.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,583 | $6,333+19.7% | $5,194+46.0% | $10,886-30.3% |