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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 | $135,024 | $114,093+18.3% | $96,171+40.4% | $167,536-19.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 8.96% | 190.00%-181.0pp | 192.04%-183.1pp | 478.82%-469.9pp |
| Employer contribution / active EE | $8,019 | $3,429+133.8% | $2,799+186.5% | $4,839+65.7% |
| Participant deferral / active EE | $4,381 | $5,197-15.7% | $4,350+0.7% | $6,342-30.9% |
| Admin fee / account holder | $407 | $6,899-94.1% | $5,538-92.7% | $12,315-96.7% |