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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 | $96,202 | $68,097+41.3% | $62,929+52.9% | $137,256-29.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.69% | 1859.11%-1844.4pp | 1063.93%-1049.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $6,923 | $2,811+146.3% | $2,505+176.4% | $4,156+66.6% |
| Participant deferral / active EE | $1,901 | $4,553-58.2% | $3,888-51.1% | $6,407-70.3% |
| Admin fee / account holder | $4,430 | $6,521-32.1% | $5,065-12.5% | $12,270-63.9% |