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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 | $160,077 | $84,708+89.0% | $75,714+111.4% | $167,536-4.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 32.42% | 199.62%-167.2pp | 104.62%-72.2pp | 478.82%-446.4pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $13,132 | $4,577+186.9% | $3,820+243.7% | $6,342+107.1% |
| Admin fee / account holder | $589 | $5,358-89.0% | $3,619-83.7% | $12,315-95.2% |