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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 | $207,931 | $129,737+60.3% | $119,126+74.5% | $154,746+34.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.65% | 379.08%-366.4pp | 282.11%-269.5pp | 172.34%-159.7pp |
| Employer contribution / active EE | $7,825 | $4,375+78.9% | $4,034+94.0% | $4,379+78.7% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,200 | $11,961-73.2% | $10,693-70.1% | $14,365-77.7% |