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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 | $199,144 | $68,097+192.4% | $62,929+216.5% | $137,256+45.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.06% | 1859.11%-1847.1pp | 1063.93%-1051.9pp | 220.34%-208.3pp |
| Employer contribution / active EE | $9,484 | $2,811+237.4% | $2,505+278.7% | $4,156+128.2% |
| Participant deferral / active EE | $6,743 | $4,553+48.1% | $3,888+73.4% | $6,407+5.2% |
| Admin fee / account holder | $1,384 | $6,521-78.8% | $5,065-72.7% | $12,270-88.7% |