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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 | $189,243 | $102,663+84.3% | $86,216+119.5% | $139,466+35.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.74% | 1924.52%-1910.8pp | 1169.42%-1155.7pp | 373.66%-359.9pp |
| Employer contribution / active EE | $16,000 | $3,035+427.3% | $2,382+571.8% | $4,754+236.6% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,375 | $8,663-37.9% | $6,853-21.6% | $11,409-52.9% |