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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 | $215,524 | $155,840+38.3% | $124,694+72.8% | $167,553+28.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 32.09% | 17.98%+14.1pp | 5144.82%-5112.7pp | 478.89%-446.8pp |
| Employer contribution / active EE | $5,115 | $4,165+22.8% | $3,325+53.9% | $4,840+5.7% |
| Participant deferral / active EE | $2,875 | $5,675-49.3% | $4,615-37.7% | $6,343-54.7% |
| Admin fee / account holder | $16,400 | $9,536+72.0% | $7,495+118.8% | $12,316+33.2% |