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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 | $98,812 | $72,071+37.1% | $68,368+44.5% | $137,256-28.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.46% | 353.14%-334.7pp | 292.57%-274.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $9,058 | $2,788+224.9% | $2,649+242.0% | $4,156+118.0% |
| Participant deferral / active EE | $9,182 | $4,410+108.2% | $4,123+122.7% | $6,407+43.3% |
| Admin fee / account holder | $967 | $5,336-81.9% | $5,150-81.2% | $12,270-92.1% |