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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 | $86,854 | $198,457-56.2% | $170,435-49.0% | $147,586-41.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.73% | 257.30%-243.6pp | 205.94%-192.2pp | 578.59%-564.9pp |
| Employer contribution / active EE | $13,004 | $6,183+110.3% | $5,432+139.4% | $4,876+166.7% |
| Participant deferral / active EE | $12,923 | $5,629+129.6% | $4,939+161.6% | $5,439+137.6% |
| Admin fee / account holder | $490 | $16,852-97.1% | $13,881-96.5% | $10,886-95.5% |