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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 | $212,793 | $111,814+90.3% | $93,654+127.2% | $145,959+45.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.09% | 203.30%-185.2pp | 133.34%-115.3pp | 561.95%-543.9pp |
| Employer contribution / active EE | $3,831 | $3,092+23.9% | $2,421+58.3% | $4,661-17.8% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $36,029 | $10,246+251.6% | $8,282+335.0% | $13,398+168.9% |