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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 | $161,316 | $100,895+59.9% | $90,430+78.4% | $158,950+1.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.73% | 1725.54%-1708.8pp | 1293.73%-1277.0pp | 302.91%-286.2pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,448 | $4,347+186.3% | $3,963+214.1% | $5,983+108.1% |
| Admin fee / account holder | $4,166 | $6,505-36.0% | $5,613-25.8% | $11,248-63.0% |