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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 | $115,068 | $68,097+69.0% | $62,929+82.9% | $137,256-16.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.54% | 1859.11%-1844.6pp | 1063.93%-1049.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $5,790 | $2,811+106.0% | $2,505+131.2% | $4,156+39.3% |
| Participant deferral / active EE | $6,611 | $4,553+45.2% | $3,888+70.0% | $6,407+3.2% |
| Admin fee / account holder | $9,207 | $6,521+41.2% | $5,065+81.8% | $12,270-25.0% |