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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 | $231,605 | $129,737+78.5% | $119,126+94.4% | $154,746+49.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.32% | 379.08%-365.8pp | 282.11%-268.8pp | 172.34%-159.0pp |
| Employer contribution / active EE | $22,003 | $4,375+402.9% | $4,034+445.5% | $4,379+402.4% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $698 | $11,961-94.2% | $10,693-93.5% | $14,365-95.1% |