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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 | $182,357 | $138,075+32.1% | $123,552+47.6% | $135,379+34.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.84% | 153.70%-142.9pp | 119.20%-108.4pp | 519.79%-508.9pp |
| Employer contribution / active EE | $12,500 | $5,152+142.6% | $4,628+170.1% | $4,779+161.6% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,734 | $10,917-47.5% | $9,285-38.2% | $10,828-47.0% |