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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 | $223,931 | $72,426+209.2% | $67,560+231.5% | $145,897+53.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.46% | 7226.78%-7214.3pp | 3533.50%-3521.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $8,845 | $3,074+187.7% | $2,737+223.2% | $4,663+89.7% |
| Participant deferral / active EE | $4,022 | $4,785-16.0% | $4,004+0.4% | $6,689-39.9% |
| Admin fee / account holder | $5,483 | $5,514-0.6% | $3,994+37.3% | $13,390-59.1% |