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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 | $181,753 | $88,778+104.7% | $81,844+122.1% | $145,884+24.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.97% | 1033.03%-1020.1pp | 778.87%-765.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $7,987 | $3,087+158.7% | $2,916+173.9% | $4,662+71.3% |
| Participant deferral / active EE | $13,920 | $4,648+199.5% | $4,323+222.0% | $6,690+108.1% |
| Admin fee / account holder | $8,404 | $8,430-0.3% | $7,355+14.3% | $13,392-37.2% |