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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 | $178,524 | $97,761+82.6% | $83,850+112.9% | $135,382+31.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.18% | 1287.44%-1279.3pp | 850.92%-842.7pp | 519.77%-511.6pp |
| Employer contribution / active EE | $6,667 | $4,222+57.9% | $3,631+83.6% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,942 | $6,674-70.9% | $5,478-64.6% | $10,829-82.1% |