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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 | $170,308 | $88,710+92.0% | $81,783+108.2% | $145,959+16.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.87% | 1027.26%-1014.4pp | 775.05%-762.2pp | 561.95%-549.1pp |
| Employer contribution / active EE | $6,000 | $3,083+94.6% | $2,913+106.0% | $4,661+28.7% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,275 | $8,407-61.0% | $7,380-55.6% | $13,398-75.6% |