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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 | $204,400 | $180,749+13.1% | $160,784+27.1% | $137,256+48.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.29% | 2234.46%-2223.2pp | 1803.92%-1792.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,634 | $4,155-36.6% | $3,733-29.4% | $4,156-36.6% |
| Participant deferral / active EE | $4,189 | $6,844-38.8% | $6,293-33.4% | $6,407-34.6% |
| Admin fee / account holder | $2,917 | $10,397-71.9% | $9,717-70.0% | $12,270-76.2% |