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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 | $210,636 | $155,833+35.2% | $124,693+68.9% | $167,536+25.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 21.01% | 17.98%+3.0pp | 5144.19%-5123.2pp | 478.82%-457.8pp |
| Employer contribution / active EE | $7,525 | $4,164+80.7% | $3,324+126.4% | $4,839+55.5% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,756 | $9,534-81.6% | $7,494-76.6% | $12,315-85.7% |