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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 | $170,551 | $142,409+19.8% | $119,634+42.6% | $134,545+26.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 232.08% | -12.46%+244.5pp | -14.98%+247.1pp | 418.37%-186.3pp |
| Employer contribution / active EE | $13,218 | $5,224+153.0% | $4,232+212.3% | $4,742+178.8% |
| Participant deferral / active EE | $2,285 | $6,468-64.7% | $5,601-59.2% | $6,401-64.3% |
| Admin fee / account holder | $465 | $13,594-96.6% | $10,329-95.5% | $11,431-95.9% |