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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 | $174,140 | $72,426+140.4% | $67,560+157.8% | $145,897+19.4% |
| Participation rate | 91.7% | 76.9%+14.8pp | 72.9%+18.7pp | 80.3%+11.4pp |
| Annual return | 10.37% | 7226.78%-7216.4pp | 3533.50%-3523.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $13,874 | $3,074+351.3% | $2,737+407.0% | $4,663+197.6% |
| Participant deferral / active EE | $7,123 | $4,785+48.9% | $4,004+77.9% | $6,689+6.5% |
| Admin fee / account holder | $2,165 | $5,514-60.7% | $3,994-45.8% | $13,390-83.8% |