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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 | $201,640 | $88,815+127.0% | $81,882+146.3% | $145,897+38.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.30% | 1033.75%-1023.4pp | 779.47%-769.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $3,577 | $3,086+15.9% | $2,916+22.7% | $4,663-23.3% |
| Participant deferral / active EE | $13,437 | $4,647+189.1% | $4,323+210.8% | $6,689+100.9% |
| Admin fee / account holder | $1,005 | $8,434-88.1% | $7,360-86.3% | $13,390-92.5% |