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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 | $159,878 | $102,595+55.8% | $94,057+70.0% | $154,746+3.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.26% | 583.42%-571.2pp | 480.62%-468.4pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,778 | $3,147-43.5% | $2,933-39.4% | $4,379-59.4% |
| Participant deferral / active EE | $2,756 | $5,118-46.2% | $4,709-41.5% | $6,730-59.1% |
| Admin fee / account holder | $3,309 | $7,736-57.2% | $7,244-54.3% | $14,365-77.0% |