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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 | $246,962 | $184,000+34.2% | $162,185+52.3% | $152,909+61.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 12.98% | 150.80%-137.8pp | 115.61%-102.6pp | 345.46%-332.5pp |
| Employer contribution / active EE | $20,984 | $6,370+229.4% | $5,613+273.8% | $4,764+340.5% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,163 | $13,124-68.3% | $10,844-61.6% | $11,601-64.1% |