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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 | $219,964 | $93,346+135.6% | $71,796+206.4% | $273,972-19.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.42% | 130.39%-125.0pp | 78.04%-72.6pp | 41.46%-36.0pp |
| Employer contribution / active EE | $5,000 | $2,733+82.9% | $1,924+159.8% | $4,869+2.7% |
| Participant deferral / active EE | $10,456 | $3,475+200.9% | $2,794+274.2% | $5,287+97.8% |
| Admin fee / account holder | $2,621 | $6,571-60.1% | $4,815-45.6% | $10,133-74.1% |