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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 | $162,285 | $70,121+131.4% | $63,803+154.4% | $138,895+16.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 13.59% | 946.48%-932.9pp | 543.72%-530.1pp | 145.39%-131.8pp |
| Employer contribution / active EE | $11,887 | $2,882+312.4% | $2,532+369.4% | $4,194+183.4% |
| Participant deferral / active EE | $7,409 | $4,535+63.4% | $3,843+92.8% | $6,396+15.8% |
| Admin fee / account holder | $5,239 | $6,738-22.2% | $5,196+0.8% | $12,562-58.3% |