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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 | $207,580 | $70,121+196.0% | $63,803+225.3% | $138,895+49.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 12.54% | 946.48%-933.9pp | 543.72%-531.2pp | 145.39%-132.9pp |
| Employer contribution / active EE | $9,536 | $2,882+230.9% | $2,532+276.6% | $4,194+127.4% |
| Participant deferral / active EE | $15,512 | $4,535+242.0% | $3,843+303.6% | $6,396+142.5% |
| Admin fee / account holder | $4,991 | $6,738-25.9% | $5,196-3.9% | $12,562-60.3% |