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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 | $151,023 | $88,710+70.2% | $81,783+84.7% | $145,959+3.5% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 14.97% | 1027.26%-1012.3pp | 775.05%-760.1pp | 561.95%-547.0pp |
| Employer contribution / active EE | $11,403 | $3,083+269.8% | $2,913+291.5% | $4,661+144.7% |
| Participant deferral / active EE | $13,588 | $4,645+192.5% | $4,320+214.5% | $6,689+103.2% |
| Admin fee / account holder | $3,391 | $8,407-59.7% | $7,380-54.0% | $13,398-74.7% |