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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 | $167,373 | $100,938+65.8% | $90,461+85.0% | $158,982+5.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 8.97% | 1727.20%-1718.2pp | 1294.76%-1285.8pp | 302.99%-294.0pp |
| Employer contribution / active EE | $5,640 | $3,691+52.8% | $3,264+72.8% | $4,763+18.4% |
| Participant deferral / active EE | $7,533 | $4,350+73.2% | $3,964+90.0% | $5,983+25.9% |
| Admin fee / account holder | $8,413 | $6,510+29.2% | $5,617+49.8% | $11,252-25.2% |