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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 | $142,490 | $72,403+96.8% | $67,524+111.0% | $145,978-2.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.64% | 7197.23%-7184.6pp | 3519.41%-3506.8pp | 550.52%-537.9pp |
| Employer contribution / active EE | $3,653 | $3,072+18.9% | $2,734+33.6% | $4,662-21.6% |
| Participant deferral / active EE | $8,023 | $4,782+67.8% | $4,001+100.5% | $6,690+19.9% |
| Admin fee / account holder | $1,361 | $5,541-75.4% | $4,001-66.0% | $13,400-89.8% |