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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 | $246,209 | $106,905+130.3% | $84,020+193.0% | $152,885+61.0% |
| Participation rate | 95.5% | 75.2%+20.2pp | 69.0%+26.4pp | 82.5%+13.0pp |
| Annual return | 20.48% | 105.00%-84.5pp | 71.31%-50.8pp | 345.39%-324.9pp |
| Employer contribution / active EE | $18,182 | $2,735+564.9% | $1,984+816.6% | $4,763+281.7% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,616 | $8,287+52.2% | $6,101+106.8% | $11,598+8.8% |