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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 | $149,420 | $183,978-18.8% | $162,171-7.9% | $152,885-2.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.39% | 150.78%-132.4pp | 115.60%-97.2pp | 345.39%-327.0pp |
| Employer contribution / active EE | $13,108 | $6,370+105.8% | $5,613+133.5% | $4,763+175.2% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21,190 | $13,122+61.5% | $10,843+95.4% | $11,598+82.7% |