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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 | $165,128 | $103,008+60.3% | $90,304+82.9% | $152,897+8.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 11.18% | 95.22%-84.0pp | 78.13%-67.0pp | 345.43%-334.2pp |
| Employer contribution / active EE | $15,000 | $3,139+377.8% | $2,855+425.4% | $4,764+214.9% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,312 | $6,175-78.8% | $5,354-75.5% | $11,599-88.7% |