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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 | $219,785 | $97,759+124.8% | $83,849+162.1% | $135,377+62.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 5.30% | 1287.41%-1282.1pp | 850.91%-845.6pp | 519.75%-514.5pp |
| Employer contribution / active EE | $14,774 | $4,222+250.0% | $3,631+306.9% | $4,779+209.2% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,439 | $6,674-78.4% | $5,478-73.7% | $10,828-86.7% |