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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 | $182,238 | $70,121+159.9% | $63,803+185.6% | $138,895+31.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 17.09% | 946.48%-929.4pp | 543.72%-526.6pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,131 | $2,882-26.0% | $2,532-15.8% | $4,194-49.2% |
| Participant deferral / active EE | $22,610 | $4,535+398.5% | $3,843+488.3% | $6,396+253.5% |
| Admin fee / account holder | $1,475 | $6,738-78.1% | $5,196-71.6% | $12,562-88.3% |