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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 | $245,206 | $72,426+238.6% | $67,560+262.9% | $145,897+68.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.12% | 7226.78%-7215.7pp | 3533.50%-3522.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,506 | $4,785+161.4% | $4,004+212.3% | $6,689+87.0% |
| Admin fee / account holder | $16,404 | $5,514+197.5% | $3,994+310.7% | $13,390+22.5% |