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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 | $142,906 | $57,330+149.3% | $86,656+64.9% | $75,177+90.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.78% | 2675.40%-2660.6pp | 593.09%-578.3pp | 160.75%-146.0pp |
| Employer contribution / active EE | $8,180 | $2,316+253.1% | $3,025+170.4% | $2,671+206.2% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,137 | $4,115-23.8% | $5,619-44.2% | $5,651-44.5% |