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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 | $237,226 | $97,729+142.7% | $83,830+183.0% | $135,379+75.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 5.49% | 1287.52%-1282.0pp | 850.97%-845.5pp | 519.79%-514.3pp |
| Employer contribution / active EE | $7,057 | $4,222+67.2% | $3,631+94.4% | $4,779+47.7% |
| Participant deferral / active EE | $2,265 | $4,683-51.6% | $4,082-44.5% | $5,609-59.6% |
| Admin fee / account holder | $585 | $6,674-91.2% | $5,479-89.3% | $10,828-94.6% |