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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 | $105,223 | $73,546+43.1% | $63,018+67.0% | $147,586-28.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.12% | 175.56%-158.4pp | 87.62%-70.5pp | 578.59%-561.5pp |
| Employer contribution / active EE | $7,520 | $3,324+126.2% | $2,761+172.4% | $4,876+54.2% |
| Participant deferral / active EE | $3,120 | $4,185-25.5% | $3,330-6.3% | $5,439-42.6% |
| Admin fee / account holder | $5,151 | $5,956-13.5% | $3,601+43.1% | $10,886-52.7% |