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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 | $91,143 | $60,139+51.6% | $90,461+0.8% | $79,856+14.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.41% | 71.96%-55.6pp | 1294.76%-1278.4pp | 31.71%-15.3pp |
| Employer contribution / active EE | $9,773 | $2,069+372.4% | $3,264+199.4% | $2,471+295.5% |
| Participant deferral / active EE | $7,317 | $2,939+149.0% | $3,964+84.6% | $3,741+95.6% |
| Admin fee / account holder | $7,341 | $3,978+84.5% | $5,617+30.7% | $5,306+38.3% |