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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 | $163,253 | $102,635+59.1% | $86,209+89.4% | $139,456+17.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.55% | 1923.53%-1912.0pp | 1169.05%-1157.5pp | 373.45%-361.9pp |
| Employer contribution / active EE | $5,000 | $3,034+64.8% | $2,381+110.0% | $4,753+5.2% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,431 | $8,661-37.3% | $6,853-20.7% | $11,407-52.4% |