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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 | $109,904+67.5% | $97,167+89.5% | $145,959+26.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.63% | 243.43%-225.8pp | 75.27%-57.6pp | 561.95%-544.3pp |
| Employer contribution / active EE | $6,667 | $3,084+116.1% | $2,729+144.3% | $4,661+43.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $37,424 | $6,216+502.1% | $5,650+562.4% | $13,398+179.3% |