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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 | $203,632 | $114,119+78.4% | $107,187+90.0% | $138,895+46.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.11% | 273.21%-255.1pp | 204.55%-186.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $5,714 | $4,059+40.8% | $3,782+51.1% | $4,194+36.2% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $31,139 | $10,024+210.7% | $9,162+239.9% | $12,562+147.9% |