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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 | $243,179 | $102,422+137.4% | $147,117+65.3% | $80,959+200.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.47% | 135.16%-115.7pp | 420.54%-401.1pp | 35.67%-16.2pp |
| Employer contribution / active EE | $3,804 | $3,717+2.3% | $4,932-22.9% | $2,757+37.9% |
| Participant deferral / active EE | $8,833 | $6,652+32.8% | $8,065+9.5% | $4,300+105.4% |
| Admin fee / account holder | $35,774 | $7,953+349.8% | $12,993+175.3% | $6,925+416.6% |