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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 | $131,019 | $226,090-42.0% | $182,531-28.2% | $152,885-14.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 21.84% | 192.57%-170.7pp | 148.57%-126.7pp | 345.39%-323.6pp |
| Employer contribution / active EE | $13,952 | $4,978+180.3% | $4,075+242.3% | $4,763+192.9% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,735 | $10,705+9.6% | $8,593+36.6% | $11,598+1.2% |