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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 | $233,123 | $70,366+231.3% | $66,674+249.6% | $138,895+67.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 21.22% | 386.41%-365.2pp | 321.24%-300.0pp | 145.39%-124.2pp |
| Employer contribution / active EE | $12,444 | $2,765+350.0% | $2,620+374.9% | $4,194+196.7% |
| Participant deferral / active EE | $39,456 | $4,374+802.0% | $4,084+866.1% | $6,396+516.9% |
| Admin fee / account holder | $22,935 | $5,262+335.8% | $5,098+349.9% | $12,562+82.6% |