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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 | $152,996 | $76,368+100.3% | $67,681+126.1% | $154,746-1.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 10.00% | 1066.77%-1056.8pp | 590.58%-580.6pp | 172.34%-162.3pp |
| Employer contribution / active EE | $9,303 | $3,151+195.2% | $2,678+247.3% | $4,379+112.4% |
| Participant deferral / active EE | $5,788 | $4,824+20.0% | $3,976+45.6% | $6,730-14.0% |
| Admin fee / account holder | $5,261 | $8,559-38.5% | $6,100-13.7% | $14,365-63.4% |