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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 | $174,022 | $70,366+147.3% | $66,674+161.0% | $138,895+25.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.81% | 386.41%-372.6pp | 321.24%-307.4pp | 145.39%-131.6pp |
| Employer contribution / active EE | $8,283 | $2,765+199.5% | $2,620+216.1% | $4,194+97.5% |
| Participant deferral / active EE | $10,750 | $4,374+145.8% | $4,084+163.2% | $6,396+68.1% |
| Admin fee / account holder | $1,692 | $5,262-67.8% | $5,098-66.8% | $12,562-86.5% |