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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 | $169,449 | $111,878+51.5% | $93,727+80.8% | $145,897+16.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.79% | 204.28%-192.5pp | 133.83%-122.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $24,084 | $3,092+678.9% | $2,421+894.6% | $4,663+416.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $17,729 | $10,256+72.9% | $8,292+113.8% | $13,390+32.4% |