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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 | $72,426+96.7% | $67,560+110.9% | $145,897-2.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.64% | 7226.78%-7214.1pp | 3533.50%-3520.9pp | 552.29%-539.6pp |
| Employer contribution / active EE | $3,653 | $3,074+18.8% | $2,737+33.5% | $4,663-21.6% |
| Participant deferral / active EE | $8,023 | $4,785+67.7% | $4,004+100.4% | $6,689+19.9% |
| Admin fee / account holder | $1,361 | $5,514-75.3% | $3,994-65.9% | $13,390-89.8% |