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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 | $113,208 | $73,546+53.9% | $63,018+79.6% | $147,586-23.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 28.71% | 175.56%-146.8pp | 87.62%-58.9pp | 578.59%-549.9pp |
| Employer contribution / active EE | $8,426 | $3,324+153.5% | $2,761+205.2% | $4,876+72.8% |
| Participant deferral / active EE | $7,059 | $4,185+68.7% | $3,330+112.0% | $5,439+29.8% |
| Admin fee / account holder | $488 | $5,956-91.8% | $3,601-86.4% | $10,886-95.5% |