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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 | $223,003 | $68,097+227.5% | $62,929+254.4% | $137,256+62.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.50% | 1859.11%-1843.6pp | 1063.93%-1048.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,366 | $2,811+90.9% | $2,505+114.2% | $4,156+29.1% |
| Participant deferral / active EE | $12,570 | $4,553+176.1% | $3,888+223.3% | $6,407+96.2% |
| Admin fee / account holder | $20,339 | $6,521+211.9% | $5,065+301.6% | $12,270+65.8% |