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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 | $141,765 | $73,546+92.8% | $63,018+125.0% | $147,586-3.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.54% | 175.56%-160.0pp | 87.62%-72.1pp | 578.59%-563.1pp |
| Employer contribution / active EE | $6,664 | $3,324+100.5% | $2,761+141.4% | $4,876+36.7% |
| Participant deferral / active EE | $9,318 | $4,185+122.7% | $3,330+179.9% | $5,439+71.3% |
| Admin fee / account holder | $2,022 | $5,956-66.1% | $3,601-43.9% | $10,886-81.4% |