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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 | $170,383 | $102,429+66.3% | $147,096+15.8% | $80,925+110.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 22.57% | 135.02%-112.5pp | 419.75%-397.2pp | 35.65%-13.1pp |
| Employer contribution / active EE | $9,813 | $3,716+164.1% | $4,936+98.8% | $2,756+256.0% |
| Participant deferral / active EE | $7,550 | $6,649+13.6% | $8,071-6.5% | $4,299+75.6% |
| Admin fee / account holder | $746 | $7,957-90.6% | $13,005-94.3% | $6,940-89.3% |