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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 | $109,789 | $100,911+8.8% | $90,440+21.4% | $158,966-30.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.86% | 1726.62%-1718.8pp | 1294.38%-1286.5pp | 302.95%-295.1pp |
| Employer contribution / active EE | $1,386 | $3,690-62.4% | $3,263-57.5% | $4,762-70.9% |
| Participant deferral / active EE | $7,396 | $4,348+70.1% | $3,964+86.6% | $5,983+23.6% |
| Admin fee / account holder | $1,332 | $6,507-79.5% | $5,615-76.3% | $11,250-88.2% |