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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 | $109,908+67.5% | $97,161+89.5% | $145,978+26.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.63% | 243.80%-226.2pp | 75.36%-57.7pp | 550.52%-532.9pp |
| Employer contribution / active EE | $6,667 | $3,077+116.6% | $2,723+144.8% | $4,662+43.0% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $4,265-100.0% | $6,690-100.0% |
| Admin fee / account holder | $37,424 | $6,213+502.4% | $5,647+562.7% | $13,400+179.3% |