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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 | $163,547 | $102,938+58.9% | $94,105+73.8% | $138,895+17.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 11.82% | 250.28%-238.5pp | 204.55%-192.7pp | 145.39%-133.6pp |
| Employer contribution / active EE | $5,429 | $2,732+98.7% | $2,504+116.8% | $4,194+29.4% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,062 | $6,600+7.0% | $6,199+13.9% | $12,562-43.8% |