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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 | $201,276 | $72,446+177.8% | $67,561+197.9% | $145,877+38.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 30.95% | 7211.98%-7181.0pp | 3525.44%-3494.5pp | 551.28%-520.3pp |
| Employer contribution / active EE | $8,356 | $3,072+172.0% | $2,735+205.6% | $4,663+79.2% |
| Participant deferral / active EE | $6,803 | $4,785+42.2% | $4,003+69.9% | $6,691+1.7% |
| Admin fee / account holder | $860 | $5,541-84.5% | $4,006-78.5% | $13,402-93.6% |