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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 | $164,499 | $100,938+63.0% | $90,461+81.8% | $158,982+3.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.21% | 1727.20%-1712.0pp | 1294.76%-1279.6pp | 302.99%-287.8pp |
| Employer contribution / active EE | $4,847 | $3,691+31.3% | $3,264+48.5% | $4,763+1.8% |
| Participant deferral / active EE | $9,248 | $4,350+112.6% | $3,964+133.3% | $5,983+54.6% |
| Admin fee / account holder | $322 | $6,510-95.1% | $5,617-94.3% | $11,252-97.1% |