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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 | $89,821 | $102,382-12.3% | $147,005-38.9% | $80,874+11.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 117.00% | 134.89%-17.9pp | 418.76%-301.8pp | 35.62%+81.4pp |
| Employer contribution / active EE | $19,736 | $3,715+431.3% | $4,934+300.0% | $2,756+616.2% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $11,507 | $7,942+44.9% | $13,006-11.5% | $6,935+65.9% |