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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 | $166,877 | $90,617+84.2% | $79,476+110.0% | $135,382+23.3% |
| Participation rate | 83.3% | 76.1%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | 11.82% | 977.57%-965.8pp | 718.21%-706.4pp | 519.77%-508.0pp |
| Employer contribution / active EE | $4,175 | $3,068+36.1% | $2,800+49.1% | $4,779-12.6% |
| Participant deferral / active EE | $5,144 | $4,050+27.0% | $3,704+38.9% | $5,609-8.3% |
| Admin fee / account holder | $17,497 | $5,907+196.2% | $5,113+242.2% | $10,829+61.6% |