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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 | $100,073+142.6% | $85,126+185.2% | $145,877+66.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.23% | 84.11%-68.9pp | 66.63%-51.4pp | 551.28%-536.1pp |
| Employer contribution / active EE | $9,000 | $3,236+178.1% | $2,731+229.5% | $4,663+93.0% |
| Participant deferral / active EE | $30,500 | $5,294+476.1% | $4,523+574.3% | $6,691+355.9% |
| Admin fee / account holder | $1,054 | $7,261-85.5% | $6,160-82.9% | $13,402-92.1% |