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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 | $89,524 | $72,071+24.2% | $68,368+30.9% | $137,256-34.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.60% | 353.14%-337.5pp | 292.57%-277.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $5,784 | $2,788+107.5% | $2,649+118.3% | $4,156+39.2% |
| Participant deferral / active EE | $5,601 | $4,410+27.0% | $4,123+35.8% | $6,407-12.6% |
| Admin fee / account holder | $20,289 | $5,336+280.3% | $5,150+294.0% | $12,270+65.4% |