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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 | $232,508 | $185,225+25.5% | $142,898+62.7% | $167,536+38.8% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 14.60% | 8558.12%-8543.5pp | 5639.64%-5625.0pp | 478.82%-464.2pp |
| Employer contribution / active EE | $1,098 | $5,607-80.4% | $4,146-73.5% | $4,839-77.3% |
| Participant deferral / active EE | $1,945 | $4,496-56.7% | $3,838-49.3% | $6,342-69.3% |
| Admin fee / account holder | $2,638 | $8,032-67.2% | $6,560-59.8% | $12,315-78.6% |