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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 | $201,623 | $104,577+92.8% | $76,667+163.0% | $152,909+31.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 24.83% | 1014.36%-989.5pp | 1166.74%-1141.9pp | 345.46%-320.6pp |
| Employer contribution / active EE | $508 | $3,119-83.7% | $2,303-78.0% | $4,764-89.3% |
| Participant deferral / active EE | $7,563 | $4,237+78.5% | $3,336+126.7% | $5,851+29.2% |
| Admin fee / account holder | $2,640 | $12,290-78.5% | $6,423-58.9% | $11,601-77.2% |