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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 | $102,429-12.3% | $147,096-38.9% | $80,925+11.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 117.00% | 135.02%-18.0pp | 419.75%-302.8pp | 35.65%+81.3pp |
| Employer contribution / active EE | $19,736 | $3,716+431.2% | $4,936+299.8% | $2,756+616.1% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11,507 | $7,957+44.6% | $13,005-11.5% | $6,940+65.8% |