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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 | $131,601 | $100,895+30.4% | $90,430+45.5% | $158,950-17.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.14% | 1725.54%-1713.4pp | 1293.73%-1281.6pp | 302.91%-290.8pp |
| Employer contribution / active EE | $4,214 | $3,689+14.2% | $3,262+29.2% | $4,762-11.5% |
| Participant deferral / active EE | $6,320 | $4,347+45.4% | $3,963+59.5% | $5,983+5.6% |
| Admin fee / account holder | $1,411 | $6,505-78.3% | $5,613-74.9% | $11,248-87.5% |