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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 | $215,988 | $175,257+23.2% | $149,717+44.3% | $139,456+54.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 53.75% | 166.70%-113.0pp | 134.41%-80.7pp | 373.45%-319.7pp |
| Employer contribution / active EE | $14,154 | $5,477+158.4% | $4,820+193.7% | $4,753+197.8% |
| Participant deferral / active EE | $5,500 | $6,521-15.7% | $5,682-3.2% | $6,711-18.0% |
| Admin fee / account holder | $5,803 | $16,156-64.1% | $13,213-56.1% | $11,407-49.1% |