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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 | $199,144 | $96,123+107.2% | $77,361+157.4% | $198,609+0.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 12.06% | 2054.81%-2042.7pp | 1011.54%-999.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $9,484 | $3,791+150.2% | $2,990+217.2% | $5,055+87.6% |
| Participant deferral / active EE | $6,743 | $4,975+35.5% | $3,911+72.4% | $6,977-3.4% |
| Admin fee / account holder | $1,384 | $9,471-85.4% | $5,894-76.5% | $19,030-92.7% |