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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 | $147,137 | $49,896+194.9% | $80,627+82.5% | $75,173+95.7% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 65.95% | 34.67%+31.3pp | 936.76%-870.8pp | 160.72%-94.8pp |
| Employer contribution / active EE | $13,976 | $1,699+722.7% | $2,723+413.3% | $2,671+423.3% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,826 | $3,578+146.7% | $5,381+64.0% | $5,651+56.2% |