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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 | $178,349 | $97,729+82.5% | $83,830+112.8% | $135,379+31.7% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | 21.55% | 1287.52%-1266.0pp | 850.97%-829.4pp | 519.79%-498.2pp |
| Employer contribution / active EE | $16,603 | $4,222+293.3% | $3,631+357.2% | $4,779+247.4% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $38,367 | $6,674+474.8% | $5,479+600.3% | $10,828+254.3% |