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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 | $218,106 | $88,815+145.6% | $81,882+166.4% | $145,897+49.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.61% | 1033.75%-1019.1pp | 779.47%-764.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $13,612 | $3,086+341.0% | $2,916+366.8% | $4,663+191.9% |
| Participant deferral / active EE | $14,713 | $4,647+216.6% | $4,323+240.3% | $6,689+120.0% |
| Admin fee / account holder | $5,198 | $8,434-38.4% | $7,360-29.4% | $13,390-61.2% |