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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 | $170,133 | $84,708+100.8% | $75,714+124.7% | $167,536+1.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 19.62% | 199.62%-180.0pp | 104.62%-85.0pp | 478.82%-459.2pp |
| Employer contribution / active EE | $34,875 | $3,231+979.4% | $2,744+1171.2% | $4,839+620.7% |
| Participant deferral / active EE | $24,375 | $4,577+432.5% | $3,820+538.0% | $6,342+284.3% |
| Admin fee / account holder | $581 | $5,358-89.2% | $3,619-84.0% | $12,315-95.3% |