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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 | $182,378 | $125,193+45.7% | $105,591+72.7% | $145,978+24.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.49% | 225.53%-215.0pp | 116.43%-105.9pp | 550.52%-540.0pp |
| Employer contribution / active EE | $8,369 | $3,718+125.1% | $3,166+164.3% | $4,662+79.5% |
| Participant deferral / active EE | $0 | $5,708-100.0% | $5,008-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,528 | $17,277-91.2% | $11,024-86.1% | $13,400-88.6% |