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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 | $181,100 | $155,833+16.2% | $124,693+45.2% | $167,536+8.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 18.90% | 17.98%+0.9pp | 5144.19%-5125.3pp | 478.82%-459.9pp |
| Employer contribution / active EE | $2,912 | $4,164-30.1% | $3,324-12.4% | $4,839-39.8% |
| Participant deferral / active EE | $24,000 | $5,675+322.9% | $4,615+420.0% | $6,342+278.4% |
| Admin fee / account holder | $2,700 | $9,534-71.7% | $7,494-64.0% | $12,315-78.1% |