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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 | $151,062 | $114,073+32.4% | $96,161+57.1% | $167,518-9.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.69% | 189.95%-175.3pp | 192.01%-177.3pp | 478.71%-464.0pp |
| Employer contribution / active EE | $1,667 | $3,428-51.4% | $2,798-40.4% | $4,838-65.6% |
| Participant deferral / active EE | $0 | $5,195-100.0% | $4,349-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,116 | $6,899-25.8% | $5,538-7.6% | $12,312-58.4% |