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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 | $142,993 | $88,702+61.2% | $81,780+74.9% | $145,978-2.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.99% | 1029.12%-1011.1pp | 776.27%-758.3pp | 550.52%-532.5pp |
| Employer contribution / active EE | $13,050 | $3,084+323.1% | $2,914+347.9% | $4,662+179.9% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,218 | $8,414-85.5% | $7,384-83.5% | $13,400-90.9% |