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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 | $200,848 | $72,465+177.2% | $67,575+197.2% | $145,884+37.7% |
| Participation rate | 89.5% | 76.9%+12.6pp | 72.9%+16.6pp | 80.3%+9.2pp |
| Annual return | 25.79% | 7222.56%-7196.8pp | 3528.98%-3503.2pp | 551.85%-526.1pp |
| Employer contribution / active EE | $4,826 | $3,074+57.0% | $2,736+76.4% | $4,662+3.5% |
| Participant deferral / active EE | $11,078 | $4,786+131.5% | $4,003+176.7% | $6,690+65.6% |
| Admin fee / account holder | $4,746 | $5,515-13.9% | $3,993+18.9% | $13,392-64.6% |