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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 | $152,712 | $102,429+49.1% | $147,096+3.8% | $80,925+88.7% |
| Participation rate | 93.5% | 75.9%+17.7pp | 82.2%+11.4pp | 67.7%+25.9pp |
| Annual return | 40.84% | 135.02%-94.2pp | 419.75%-378.9pp | 35.65%+5.2pp |
| Employer contribution / active EE | $14,004 | $3,716+276.9% | $4,936+183.7% | $2,756+408.1% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,589 | $7,957-54.9% | $13,005-72.4% | $6,940-48.3% |