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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 | $88,702+104.9% | $81,780+122.2% | $145,978+24.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.97% | 1029.12%-1016.2pp | 776.27%-763.3pp | 550.52%-537.6pp |
| Employer contribution / active EE | $7,987 | $3,084+159.0% | $2,914+174.1% | $4,662+71.3% |
| Participant deferral / active EE | $13,920 | $4,645+199.7% | $4,321+222.2% | $6,690+108.1% |
| Admin fee / account holder | $8,404 | $8,414-0.1% | $7,384+13.8% | $13,400-37.3% |