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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 | $148,717 | $106,005+40.3% | $92,239+61.2% | $147,585+0.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.19% | 50.05%-38.9pp | 176.29%-165.1pp | 578.58%-567.4pp |
| Employer contribution / active EE | $13,622 | $4,333+214.3% | $3,680+270.2% | $4,876+179.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $500 | $6,333-92.1% | $5,194-90.4% | $10,886-95.4% |