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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 | $71,134 | $72,071-1.3% | $68,368+4.0% | $137,256-48.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 60.07% | 353.14%-293.1pp | 292.57%-232.5pp | 220.34%-160.3pp |
| Employer contribution / active EE | $2,416 | $2,788-13.4% | $2,649-8.8% | $4,156-41.9% |
| Participant deferral / active EE | $2,698 | $4,410-38.8% | $4,123-34.5% | $6,407-57.9% |
| Admin fee / account holder | $85,411 | $5,336+1500.8% | $5,150+1558.5% | $12,270+596.1% |