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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 | $234,522 | $90,530+159.1% | $76,030+208.5% | $145,897+60.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.87% | 625.08%-616.2pp | 361.54%-352.7pp | 552.29%-543.4pp |
| Employer contribution / active EE | $5,714 | $3,319+72.1% | $2,688+112.6% | $4,663+22.6% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13,155 | $8,383+56.9% | $6,421+104.9% | $13,390-1.8% |