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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 | $126,636 | $135,645-6.6% | $110,243+14.9% | $135,380-6.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 32.03% | 513.24%-481.2pp | 314.76%-282.7pp | 519.81%-487.8pp |
| Employer contribution / active EE | $15,061 | $4,907+206.9% | $3,827+293.6% | $4,779+215.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,748 | $11,458-49.8% | $8,548-32.7% | $10,828-46.9% |