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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 | $167,757 | $72,071+132.8% | $68,368+145.4% | $137,256+22.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.09% | 353.14%-337.0pp | 292.57%-276.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $5,408 | $2,788+94.0% | $2,649+104.2% | $4,156+30.1% |
| Participant deferral / active EE | $15,463 | $4,410+250.6% | $4,123+275.1% | $6,407+141.4% |
| Admin fee / account holder | $518 | $5,336-90.3% | $5,150-89.9% | $12,270-95.8% |