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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 | $242,695 | $138,076+75.8% | $123,553+96.4% | $135,380+79.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 11.72% | 153.70%-142.0pp | 119.21%-107.5pp | 519.81%-508.1pp |
| Employer contribution / active EE | $7,342 | $5,152+42.5% | $4,628+58.6% | $4,779+53.6% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $21,432 | $10,917+96.3% | $9,284+130.8% | $10,828+97.9% |