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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 | $78,000 | $80,983-3.7% | $96,544-19.2% | $75,177+3.8% |
| Participation rate | 93.3% | 71.8%+21.5pp | 76.0%+17.3pp | 67.2%+26.1pp |
| Annual return | 244.82% | 27.05%+217.8pp | 25.88%+218.9pp | 160.75%+84.1pp |
| Employer contribution / active EE | $20,530 | $2,282+799.5% | $2,966+592.1% | $2,671+668.6% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,652 | $6,717-75.4% | $8,254-80.0% | $5,651-70.8% |