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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 | $118,706 | $84,713+40.1% | $75,717+56.8% | $167,518-29.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 9.46% | 199.49%-190.0pp | 104.58%-95.1pp | 478.71%-469.2pp |
| Employer contribution / active EE | $3,406 | $3,229+5.5% | $2,743+24.2% | $4,838-29.6% |
| Participant deferral / active EE | $5,354 | $4,578+17.0% | $3,821+40.1% | $6,342-15.6% |
| Admin fee / account holder | $17,642 | $5,357+229.3% | $3,619+387.4% | $12,312+43.3% |