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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 | $184,120 | $109,967+67.4% | $97,197+89.4% | $145,877+26.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.63% | 244.27%-226.6pp | 75.47%-57.8pp | 551.28%-533.7pp |
| Employer contribution / active EE | $6,667 | $3,077+116.7% | $2,723+144.9% | $4,663+43.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $37,424 | $6,199+503.7% | $5,637+563.9% | $13,402+179.2% |