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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 | $156,568 | $72,071+117.2% | $68,368+129.0% | $137,256+14.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.80% | 353.14%-335.3pp | 292.57%-274.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $9,838 | $2,788+252.9% | $2,649+271.4% | $4,156+136.7% |
| Participant deferral / active EE | $8,235 | $4,410+86.7% | $4,123+99.7% | $6,407+28.5% |
| Admin fee / account holder | $1,178 | $5,336-77.9% | $5,150-77.1% | $12,270-90.4% |