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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 | $221,996 | $60,128+269.2% | $90,440+145.5% | $79,852+178.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 24.63% | 71.95%-47.3pp | 1294.38%-1269.8pp | 31.72%-7.1pp |
| Employer contribution / active EE | $3,298 | $2,068+59.5% | $3,263+1.1% | $2,471+33.5% |
| Participant deferral / active EE | $7,392 | $2,939+151.5% | $3,964+86.5% | $3,740+97.6% |
| Admin fee / account holder | $11,476 | $3,977+188.5% | $5,615+104.4% | $5,306+116.3% |