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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 | $102,606 | $99,079+3.6% | $78,002+31.5% | $273,972-62.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 2.89% | 217.93%-215.0pp | 425.99%-423.1pp | 41.46%-38.6pp |
| Employer contribution / active EE | $6,000 | $3,308+81.4% | $2,470+142.9% | $4,869+23.2% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,561 | $8,954-82.6% | $5,481-71.5% | $10,133-84.6% |