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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 | $171,998 | $93,346+84.3% | $71,796+139.6% | $273,972-37.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 11.41% | 130.39%-119.0pp | 78.04%-66.6pp | 41.46%-30.0pp |
| Employer contribution / active EE | $9,315 | $2,733+240.8% | $1,924+384.0% | $4,869+91.3% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,305 | $6,571-4.0% | $4,815+30.9% | $10,133-37.8% |