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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 | $89,044 | $72,071+23.5% | $68,368+30.2% | $137,256-35.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.92% | 353.14%-336.2pp | 292.57%-275.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $7,600 | $2,788+172.6% | $2,649+186.9% | $4,156+82.9% |
| Participant deferral / active EE | $11,839 | $4,410+168.4% | $4,123+187.2% | $6,407+84.8% |
| Admin fee / account holder | $413 | $5,336-92.3% | $5,150-92.0% | $12,270-96.6% |