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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 | $72,071+131.7% | $68,368+144.3% | $137,256+21.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.97% | 353.14%-335.2pp | 292.57%-274.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $10,684 | $2,788+283.2% | $2,649+303.3% | $4,156+157.1% |
| Participant deferral / active EE | $8,808 | $4,410+99.7% | $4,123+113.6% | $6,407+37.5% |
| Admin fee / account holder | $23,803 | $5,336+346.1% | $5,150+362.2% | $12,270+94.0% |