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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 | $187,040 | $88,778+110.7% | $81,844+128.5% | $145,884+28.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.85% | 1033.03%-1021.2pp | 778.87%-767.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $4,476 | $3,087+45.0% | $2,916+53.5% | $4,662-4.0% |
| Participant deferral / active EE | $8,509 | $4,648+83.1% | $4,323+96.8% | $6,690+27.2% |
| Admin fee / account holder | $7,778 | $8,430-7.7% | $7,355+5.8% | $13,392-41.9% |