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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 | $98,643 | $100,938-2.3% | $90,461+9.0% | $158,982-38.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.47% | 1727.20%-1709.7pp | 1294.76%-1277.3pp | 302.99%-285.5pp |
| Employer contribution / active EE | $7,227 | $3,691+95.8% | $3,264+121.4% | $4,763+51.7% |
| Participant deferral / active EE | $4,549 | $4,350+4.6% | $3,964+14.7% | $5,983-24.0% |
| Admin fee / account holder | $904 | $6,510-86.1% | $5,617-83.9% | $11,252-92.0% |