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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 | $145,780 | $88,778+64.2% | $81,844+78.1% | $145,884-0.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.53% | 1033.03%-1012.5pp | 778.87%-758.3pp | 551.85%-531.3pp |
| Employer contribution / active EE | $8,325 | $3,087+169.7% | $2,916+185.4% | $4,662+78.6% |
| Participant deferral / active EE | $3,214 | $4,648-30.9% | $4,323-25.7% | $6,690-52.0% |
| Admin fee / account holder | $1,062 | $8,430-87.4% | $7,355-85.6% | $13,392-92.1% |