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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 | $153,687 | $95,601+60.8% | $77,183+99.1% | $139,456+10.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.41% | 54.96%-40.5pp | 37.89%-23.5pp | 373.45%-359.0pp |
| Employer contribution / active EE | $21,306 | $3,145+577.4% | $2,534+740.9% | $4,753+348.3% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,833-100.0% | $6,711-100.0% |
| Admin fee / account holder | $7,122 | $8,302-14.2% | $5,475+30.1% | $11,407-37.6% |