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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 | $197,385 | $100,868+95.7% | $90,414+118.3% | $158,931+24.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.62% | 1724.58%-1702.0pp | 1293.19%-1270.6pp | 302.86%-280.2pp |
| Employer contribution / active EE | $6,233 | $3,689+68.9% | $3,262+91.0% | $4,761+30.9% |
| Participant deferral / active EE | $6,826 | $4,348+57.0% | $3,963+72.2% | $5,982+14.1% |
| Admin fee / account holder | $5,010 | $6,502-22.9% | $5,611-10.7% | $11,247-55.5% |