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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 | $153,298 | $49,025+212.7% | $87,502+75.2% | $62,881+143.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 174.49% | 10.02%+164.5pp | 12.21%+162.3pp | 20.14%+154.3pp |
| Employer contribution / active EE | $6,599 | $1,372+381.0% | $2,550+158.8% | $2,281+189.3% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,587 | $4,065-36.4% | $4,221-38.7% | $4,296-39.8% |