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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 | $173,581 | $68,097+154.9% | $62,929+175.8% | $137,256+26.5% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 11.80% | 1859.11%-1847.3pp | 1063.93%-1052.1pp | 220.34%-208.5pp |
| Employer contribution / active EE | $5,177 | $2,811+84.2% | $2,505+106.7% | $4,156+24.6% |
| Participant deferral / active EE | $12,539 | $4,553+175.4% | $3,888+222.5% | $6,407+95.7% |
| Admin fee / account holder | $7,428 | $6,521+13.9% | $5,065+46.7% | $12,270-39.5% |