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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 | $56,447 | $115,810-51.3% | $101,271-44.3% | $158,966-64.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.20% | 56.15%-37.0pp | 46.48%-27.3pp | 302.95%-283.8pp |
| Employer contribution / active EE | $17,927 | $4,175+329.3% | $3,660+389.8% | $4,762+276.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $981 | $7,248-86.5% | $5,948-83.5% | $11,250-91.3% |