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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 | $114,547 | $100,938+13.5% | $90,461+26.6% | $158,982-27.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.17% | 1727.20%-1721.0pp | 1294.76%-1288.6pp | 302.99%-296.8pp |
| Employer contribution / active EE | $4,420 | $3,691+19.7% | $3,264+35.4% | $4,763-7.2% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,469 | $6,510-77.4% | $5,617-73.9% | $11,252-86.9% |