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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 | $220,670 | $121,656+81.4% | $104,614+110.9% | $158,950+38.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 7.00% | 465.51%-458.5pp | 340.56%-333.6pp | 302.91%-295.9pp |
| Employer contribution / active EE | $14,084 | $3,164+345.1% | $2,681+425.3% | $4,762+195.8% |
| Participant deferral / active EE | $5,200 | $4,177+24.5% | $3,739+39.1% | $5,983-13.1% |
| Admin fee / account holder | $2,078 | $7,775-73.3% | $6,464-67.8% | $11,248-81.5% |