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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 | $175,096 | $100,911+73.5% | $90,440+93.6% | $158,966+10.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.02% | 1726.62%-1718.6pp | 1294.38%-1286.4pp | 302.95%-294.9pp |
| Employer contribution / active EE | $5,000 | $3,690+35.5% | $3,263+53.2% | $4,762+5.0% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,192 | $6,507+25.9% | $5,615+45.9% | $11,250-27.2% |