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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 | $223,003 | $70,121+218.0% | $63,803+249.5% | $138,895+60.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 15.50% | 946.48%-931.0pp | 543.72%-528.2pp | 145.39%-129.9pp |
| Employer contribution / active EE | $5,366 | $2,882+86.2% | $2,532+111.9% | $4,194+27.9% |
| Participant deferral / active EE | $12,570 | $4,535+177.1% | $3,843+227.1% | $6,396+96.5% |
| Admin fee / account holder | $20,339 | $6,738+201.9% | $5,196+291.4% | $12,562+61.9% |