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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 | $217,324 | $68,097+219.1% | $62,929+245.4% | $137,256+58.3% |
| Participation rate | 76.9% | 77.4%-0.5pp | 73.1%+3.8pp | 80.0%-3.0pp |
| Annual return | 16.55% | 1859.11%-1842.6pp | 1063.93%-1047.4pp | 220.34%-203.8pp |
| Employer contribution / active EE | $11,410 | $2,811+305.9% | $2,505+355.6% | $4,156+174.5% |
| Participant deferral / active EE | $6,324 | $4,553+38.9% | $3,888+62.6% | $6,407-1.3% |
| Admin fee / account holder | $1,008 | $6,521-84.5% | $5,065-80.1% | $12,270-91.8% |