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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 | $216,277 | $88,778+143.6% | $81,844+164.3% | $145,884+48.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.47% | 1033.03%-1020.6pp | 778.87%-766.4pp | 551.85%-539.4pp |
| Employer contribution / active EE | $4,444 | $3,087+44.0% | $2,916+52.4% | $4,662-4.7% |
| Participant deferral / active EE | $6,822 | $4,648+46.8% | $4,323+57.8% | $6,690+2.0% |
| Admin fee / account holder | $5,000 | $8,430-40.7% | $7,355-32.0% | $13,392-62.7% |