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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 | $221,556 | $104,116+112.8% | $71,089+211.7% | $135,380+63.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | 4.60% | 1256.51%-1251.9pp | 650.65%-646.1pp | 519.81%-515.2pp |
| Employer contribution / active EE | $9,091 | $1,485+512.2% | $1,088+735.8% | $4,779+90.2% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,691 | $4,142+37.4% | $3,082+84.6% | $10,828-47.4% |