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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 | $189,277 | $138,075+37.1% | $123,552+53.2% | $135,379+39.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.87% | 153.70%-149.8pp | 119.20%-115.3pp | 519.79%-515.9pp |
| Employer contribution / active EE | $13,361 | $5,152+159.3% | $4,628+188.7% | $4,779+179.6% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,614 | $10,917-85.2% | $9,285-82.6% | $10,828-85.1% |