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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 | $111,785+51.6% | $93,669+80.9% | $145,877+16.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.79% | 203.79%-192.0pp | 133.59%-121.8pp | 551.28%-539.5pp |
| Employer contribution / active EE | $24,084 | $3,096+677.9% | $2,424+893.8% | $4,663+416.5% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $17,729 | $10,256+72.9% | $8,291+113.8% | $13,402+32.3% |