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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 | $235,472 | $102,595+129.5% | $94,057+150.3% | $154,746+52.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.43% | 583.42%-568.0pp | 480.62%-465.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $21,612 | $3,147+586.7% | $2,933+636.8% | $4,379+393.5% |
| Participant deferral / active EE | $9,973 | $5,118+94.8% | $4,709+111.8% | $6,730+48.2% |
| Admin fee / account holder | $18,009 | $7,736+132.8% | $7,244+148.6% | $14,365+25.4% |