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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 | $235,472 | $72,071+226.7% | $68,368+244.4% | $137,256+71.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.43% | 353.14%-337.7pp | 292.57%-277.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $21,612 | $2,788+675.2% | $2,649+715.9% | $4,156+420.0% |
| Participant deferral / active EE | $9,973 | $4,410+126.1% | $4,123+141.9% | $6,407+55.7% |
| Admin fee / account holder | $18,009 | $5,336+237.5% | $5,150+249.7% | $12,270+46.8% |