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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 | $70,039 | $104,544-33.0% | $76,657-8.6% | $152,897-54.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 29.30% | 1014.36%-985.1pp | 1166.74%-1137.4pp | 345.43%-316.1pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,467 | $4,236-18.2% | $3,335+3.9% | $5,851-40.8% |
| Admin fee / account holder | $21,185 | $12,286+72.4% | $6,423+229.9% | $11,599+82.6% |