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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 | $102,796 | $68,097+51.0% | $62,929+63.4% | $137,256-25.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 16.32% | 1859.11%-1842.8pp | 1063.93%-1047.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $7,717 | $2,811+174.5% | $2,505+208.1% | $4,156+85.7% |
| Participant deferral / active EE | $3,679 | $4,553-19.2% | $3,888-5.4% | $6,407-42.6% |
| Admin fee / account holder | $1,039 | $6,521-84.1% | $5,065-79.5% | $12,270-91.5% |