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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 | $167,357 | $176,688-5.3% | $130,660+28.1% | $152,909+9.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 25.56% | 2693.08%-2667.5pp | 1709.29%-1683.7pp | 345.46%-319.9pp |
| Employer contribution / active EE | $3,842 | $5,743-33.1% | $4,092-6.1% | $4,764-19.4% |
| Participant deferral / active EE | $6,281 | $4,362+44.0% | $3,603+74.3% | $5,851+7.3% |
| Admin fee / account holder | $998 | $7,131-86.0% | $5,463-81.7% | $11,601-91.4% |