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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 | $50,179 | $185,225-72.9% | $142,898-64.9% | $167,553-70.1% |
| Participation rate | 90.9% | 78.5%+12.4pp | 72.0%+19.0pp | 82.1%+8.8pp |
| Annual return | 28.45% | 8558.12%-8529.7pp | 5639.64%-5611.2pp | 478.89%-450.4pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,282 | $4,496+84.2% | $3,838+115.8% | $6,343+30.6% |
| Admin fee / account holder | $443 | $8,032-94.5% | $6,560-93.2% | $12,316-96.4% |