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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 | $75,766 | $98,760-23.3% | $149,710-49.4% | $79,860-5.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 676.63% | 27.43%+649.2pp | 276.63%+400.0pp | 31.72%+644.9pp |
| Employer contribution / active EE | $7,180 | $3,217+123.2% | $4,645+54.6% | $2,471+190.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,804 | $6,053-70.2% | $9,309-80.6% | $5,306-66.0% |