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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 | $167,025 | $102,595+62.8% | $94,057+77.6% | $154,746+7.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.97% | 583.42%-565.4pp | 480.62%-462.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $10,684 | $3,147+239.5% | $2,933+264.2% | $4,379+144.0% |
| Participant deferral / active EE | $8,808 | $5,118+72.1% | $4,709+87.0% | $6,730+30.9% |
| Admin fee / account holder | $23,803 | $7,736+207.7% | $7,244+228.6% | $14,365+65.7% |