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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 | $72,446+140.4% | $67,561+157.8% | $145,877+19.4% |
| Participation rate | 91.7% | 76.9%+14.8pp | 72.9%+18.8pp | 80.3%+11.4pp |
| Annual return | 10.37% | 7211.98%-7201.6pp | 3525.44%-3515.1pp | 551.28%-540.9pp |
| Employer contribution / active EE | $13,874 | $3,072+351.6% | $2,735+407.3% | $4,663+197.5% |
| Participant deferral / active EE | $7,123 | $4,785+48.9% | $4,003+77.9% | $6,691+6.5% |
| Admin fee / account holder | $2,165 | $5,541-60.9% | $4,006-45.9% | $13,402-83.8% |