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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 | $242,810 | $100,203+142.3% | $85,240+184.9% | $145,897+66.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.23% | 84.28%-69.1pp | 66.75%-51.5pp | 552.29%-537.1pp |
| Employer contribution / active EE | $9,000 | $3,242+177.6% | $2,735+229.0% | $4,663+93.0% |
| Participant deferral / active EE | $30,500 | $5,299+475.6% | $4,527+573.7% | $6,689+356.0% |
| Admin fee / account holder | $1,054 | $7,265-85.5% | $6,165-82.9% | $13,390-92.1% |