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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 | $167,659 | $102,635+63.4% | $86,209+94.5% | $139,456+20.2% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 14.68% | 1923.53%-1908.9pp | 1169.05%-1154.4pp | 373.45%-358.8pp |
| Employer contribution / active EE | $14,286 | $3,034+370.8% | $2,381+499.9% | $4,753+200.6% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,711-100.0% |
| Admin fee / account holder | $11,225 | $8,661+29.6% | $6,853+63.8% | $11,407-1.6% |