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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 | $164,646 | $99,652+65.2% | $78,778+109.0% | $147,586+11.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.05% | 47.28%-35.2pp | 35.62%-23.6pp | 578.59%-566.5pp |
| Employer contribution / active EE | $13,235 | $2,796+373.4% | $1,986+566.6% | $4,876+171.4% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,542 | $7,155-78.4% | $5,134-70.0% | $10,886-85.8% |