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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 | $120,598 | $96,678+24.7% | $86,640+39.2% | $139,466-13.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.06% | 106.69%-88.6pp | 592.52%-574.5pp | 373.66%-355.6pp |
| Employer contribution / active EE | $12,094 | $3,265+270.3% | $3,024+299.9% | $4,754+154.4% |
| Participant deferral / active EE | $17,383 | $4,837+259.4% | $4,438+291.7% | $6,712+159.0% |
| Admin fee / account holder | $7,109 | $6,410+10.9% | $5,616+26.6% | $11,409-37.7% |