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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 | $122,125 | $100,895+21.0% | $90,430+35.1% | $158,950-23.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.42% | 1725.54%-1708.1pp | 1293.73%-1276.3pp | 302.91%-285.5pp |
| Employer contribution / active EE | $3,253 | $3,689-11.8% | $3,262-0.3% | $4,762-31.7% |
| Participant deferral / active EE | $9,590 | $4,347+120.6% | $3,963+142.0% | $5,983+60.3% |
| Admin fee / account holder | $11,737 | $6,505+80.4% | $5,613+109.1% | $11,248+4.3% |