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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 | $221,012 | $100,911+119.0% | $90,440+144.4% | $158,966+39.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.06% | 1726.62%-1709.6pp | 1294.38%-1277.3pp | 302.95%-285.9pp |
| Employer contribution / active EE | $5,790 | $3,690+56.9% | $3,263+77.4% | $4,762+21.6% |
| Participant deferral / active EE | $5,495 | $4,348+26.4% | $3,964+38.6% | $5,983-8.2% |
| Admin fee / account holder | $1,950 | $6,507-70.0% | $5,615-65.3% | $11,250-82.7% |