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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 | $234,675 | $144,130+62.8% | $117,861+99.1% | $147,586+59.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.32% | 531.20%-509.9pp | 335.11%-313.8pp | 578.59%-557.3pp |
| Employer contribution / active EE | $16,500 | $4,897+236.9% | $3,786+335.8% | $4,876+238.4% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,295 | $10,887-42.2% | $8,021-21.5% | $10,886-42.2% |