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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 | $227,989 | $70,121+225.1% | $63,803+257.3% | $138,895+64.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 18.17% | 946.48%-928.3pp | 543.72%-525.5pp | 145.39%-127.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,022 | $4,535+32.8% | $3,843+56.7% | $6,396-5.9% |
| Admin fee / account holder | $994 | $6,738-85.2% | $5,196-80.9% | $12,562-92.1% |