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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 | $168,481 | $169,356-0.5% | $129,406+30.2% | $145,897+15.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.27% | 14418.62%-14399.3pp | 9468.18%-9448.9pp | 552.29%-533.0pp |
| Employer contribution / active EE | $318 | $5,542-94.3% | $4,155-92.3% | $4,663-93.2% |
| Participant deferral / active EE | $11,500 | $4,987+130.6% | $4,167+176.0% | $6,689+71.9% |
| Admin fee / account holder | $1,492 | $9,915-84.9% | $7,689-80.6% | $13,390-88.9% |