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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 | $154,000 | $56,197+174.0% | $67,652+127.6% | $59,633+158.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 219.50% | 18508.10%-18288.6pp | 6625.40%-6405.9pp | 2041.45%-1821.9pp |
| Employer contribution / active EE | $15,519 | $1,615+861.2% | $2,266+585.0% | $2,203+604.6% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $8,312 | $3,958+110.0% | $4,821+72.4% | $4,297+93.4% |