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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 | $196,025 | $169,356+15.7% | $129,406+51.5% | $145,897+34.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.91% | 14418.62%-14406.7pp | 9468.18%-9456.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $12,521 | $5,542+125.9% | $4,155+201.3% | $4,663+168.5% |
| Participant deferral / active EE | $11,138 | $4,987+123.4% | $4,167+167.3% | $6,689+66.5% |
| Admin fee / account holder | $2,360 | $9,915-76.2% | $7,689-69.3% | $13,390-82.4% |