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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 | $134,953 | $142,361-5.2% | $119,608+12.8% | $134,509+0.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 369.76% | -12.46%+382.2pp | -14.98%+384.7pp | 418.13%-48.4pp |
| Employer contribution / active EE | $4,458 | $5,224-14.7% | $4,232+5.3% | $4,741-6.0% |
| Participant deferral / active EE | $21,860 | $6,468+237.9% | $5,601+290.3% | $6,400+241.5% |
| Admin fee / account holder | $6,672 | $13,588-50.9% | $10,326-35.4% | $11,427-41.6% |